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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 | $21,806 | $138,076-84.2% | $123,553-82.4% | $135,380-83.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.75% | 153.70%-162.4pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $5,727 | $5,152+11.2% | $4,628+23.7% | $4,779+19.8% |
| Participant deferral / active EE | $9,807 | $6,800+44.2% | $6,426+52.6% | $5,609+74.8% |
| Admin fee / account holder | $5,587 | $10,917-48.8% | $9,284-39.8% | $10,828-48.4% |