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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 | $46,837 | $138,076-66.1% | $123,553-62.1% | $135,380-65.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.52% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,558 | $5,152-69.8% | $4,628-66.3% | $4,779-67.4% |
| Participant deferral / active EE | $2,232 | $6,800-67.2% | $6,426-65.3% | $5,609-60.2% |
| Admin fee / account holder | $14,871 | $10,917+36.2% | $9,284+60.2% | $10,828+37.3% |