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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 | $28,944 | $138,076-79.0% | $123,553-76.6% | $135,380-78.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $3,118 | $5,152-39.5% | $4,628-32.6% | $4,779-34.8% |
| Participant deferral / active EE | $15,659 | $6,800+130.3% | $6,426+143.7% | $5,609+179.2% |
| Admin fee / account holder | $7,760 | $10,917-28.9% | $9,284-16.4% | $10,828-28.3% |