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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 | $93,800 | $138,072-32.1% | $123,549-24.1% | $135,382-30.7% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -6.70% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $6,599 | $5,152+28.1% | $4,628+42.6% | $4,779+38.1% |
| Participant deferral / active EE | $15,218 | $6,799+123.8% | $6,426+136.8% | $5,609+171.3% |
| Admin fee / account holder | $34,414 | $10,917+215.2% | $9,284+270.7% | $10,829+217.8% |