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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 | $55,478 | $138,076-59.8% | $123,553-55.1% | $135,380-59.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -8.29% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,489 | $5,152-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $7,739 | $6,800+13.8% | $6,426+20.4% | $5,609+38.0% |
| Admin fee / account holder | $10,637 | $10,917-2.6% | $9,284+14.6% | $10,828-1.8% |