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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 | $38,292 | $138,075-72.3% | $123,552-69.0% | $135,379-71.7% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.55% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,917 | $5,152-62.8% | $4,628-58.6% | $4,779-59.9% |
| Participant deferral / active EE | $9,135 | $6,800+34.3% | $6,426+42.2% | $5,609+62.9% |
| Admin fee / account holder | $356 | $10,917-96.7% | $9,285-96.2% | $10,828-96.7% |