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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 | $71,510 | $138,075-48.2% | $123,552-42.1% | $135,379-47.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.31% | 153.70%-159.0pp | 119.20%-124.5pp | 519.79%-525.1pp |
| Employer contribution / active EE | $2,914 | $5,152-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $6,111 | $6,800-10.1% | $6,426-4.9% | $5,609+9.0% |
| Admin fee / account holder | $1,286 | $10,917-88.2% | $9,285-86.2% | $10,828-88.1% |