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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 | $44,365 | $138,076-67.9% | $123,553-64.1% | $135,380-67.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.30% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $6,082 | $5,152+18.1% | $4,628+31.4% | $4,779+27.3% |
| Participant deferral / active EE | $11,211 | $6,800+64.9% | $6,426+74.5% | $5,609+99.9% |
| Admin fee / account holder | $19,686 | $10,917+80.3% | $9,284+112.0% | $10,828+81.8% |