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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 | $82,564 | $138,076-40.2% | $123,553-33.2% | $135,380-39.0% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.61% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $3,699 | $5,152-28.2% | $4,628-20.1% | $4,779-22.6% |
| Participant deferral / active EE | $5,997 | $6,800-11.8% | $6,426-6.7% | $5,609+6.9% |
| Admin fee / account holder | $8,070 | $10,917-26.1% | $9,284-13.1% | $10,828-25.5% |