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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 | $57,104 | $138,072-58.6% | $123,549-53.8% | $135,382-57.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.40% | 153.69%-162.1pp | 119.20%-127.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $7,720 | $5,152+49.8% | $4,628+66.8% | $4,779+61.5% |
| Participant deferral / active EE | $6,456 | $6,799-5.1% | $6,426+0.5% | $5,609+15.1% |
| Admin fee / account holder | $1,389 | $10,917-87.3% | $9,284-85.0% | $10,829-87.2% |