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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 | $45,096 | $138,076-67.3% | $123,553-63.5% | $135,380-66.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.56% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,798 | $5,152-6.9% | $4,628+3.7% | $4,779+0.4% |
| Participant deferral / active EE | $8,778 | $6,800+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $725 | $10,917-93.4% | $9,284-92.2% | $10,828-93.3% |