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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 | $53,529 | $138,076-61.2% | $123,553-56.7% | $135,380-60.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.52% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $2,906 | $5,152-43.6% | $4,628-37.2% | $4,779-39.2% |
| Participant deferral / active EE | $5,396 | $6,800-20.6% | $6,426-16.0% | $5,609-3.8% |
| Admin fee / account holder | $3,505 | $10,917-67.9% | $9,284-62.2% | $10,828-67.6% |