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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 | $48,949 | $138,075-64.5% | $123,552-60.4% | $135,379-63.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.57% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $3,054 | $5,152-40.7% | $4,628-34.0% | $4,779-36.1% |
| Participant deferral / active EE | $5,681 | $6,800-16.5% | $6,426-11.6% | $5,609+1.3% |
| Admin fee / account holder | $887 | $10,917-91.9% | $9,285-90.4% | $10,828-91.8% |