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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 | $85,704 | $138,076-37.9% | $123,553-30.6% | $135,380-36.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.20% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $2,711 | $5,152-47.4% | $4,628-41.4% | $4,779-43.3% |
| Participant deferral / active EE | $7,538 | $6,800+10.9% | $6,426+17.3% | $5,609+34.4% |
| Admin fee / account holder | $52,792 | $10,917+383.6% | $9,284+468.6% | $10,828+387.5% |