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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,839 | $135,645-64.7% | $110,243-56.6% | $135,380-64.7% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -6.75% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,136 | $4,907-56.5% | $3,827-44.2% | $4,779-55.3% |
| Participant deferral / active EE | $6,010 | $5,507+9.1% | $4,672+28.6% | $5,609+7.2% |
| Admin fee / account holder | $7,061 | $11,458-38.4% | $8,548-17.4% | $10,828-34.8% |