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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 | $38,951 | $138,075-71.8% | $123,552-68.5% | $135,379-71.2% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -8.60% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $2,388 | $5,152-53.6% | $4,628-48.4% | $4,779-50.0% |
| Participant deferral / active EE | $7,852 | $6,800+15.5% | $6,426+22.2% | $5,609+40.0% |
| Admin fee / account holder | $1,199 | $10,917-89.0% | $9,285-87.1% | $10,828-88.9% |