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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 | $48,410 | $138,076-64.9% | $123,553-60.8% | $135,380-64.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.17% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,729 | $5,152-27.6% | $4,628-19.4% | $4,779-22.0% |
| Participant deferral / active EE | $10,241 | $6,800+50.6% | $6,426+59.4% | $5,609+82.6% |
| Admin fee / account holder | $25,058 | $10,917+129.5% | $9,284+169.9% | $10,828+131.4% |