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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 | $89,191 | $138,076-35.4% | $123,553-27.8% | $135,380-34.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.21% | 153.70%-157.9pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,386 | $5,152-53.7% | $4,628-48.5% | $4,779-50.1% |
| Participant deferral / active EE | $5,728 | $6,800-15.8% | $6,426-10.9% | $5,609+2.1% |
| Admin fee / account holder | $613 | $10,917-94.4% | $9,284-93.4% | $10,828-94.3% |