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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 | $66,743 | $138,072-51.7% | $123,549-46.0% | $135,382-50.7% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -7.54% | 153.69%-161.2pp | 119.20%-126.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $4,109 | $5,152-20.2% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $10,392 | $6,799+52.8% | $6,426+61.7% | $5,609+85.3% |
| Admin fee / account holder | $2,684 | $10,917-75.4% | $9,284-71.1% | $10,829-75.2% |