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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 | $58,759 | $138,076-57.4% | $123,553-52.4% | $135,380-56.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.62% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $11,020 | $5,152+113.9% | $4,628+138.1% | $4,779+130.6% |
| Participant deferral / active EE | $3,349 | $6,800-50.8% | $6,426-47.9% | $5,609-40.3% |
| Admin fee / account holder | $40,469 | $10,917+270.7% | $9,284+335.9% | $10,828+273.7% |