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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 | $76,169 | $138,076-44.8% | $123,553-38.4% | $135,380-43.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -4.89% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,230 | $5,152-76.1% | $4,628-73.4% | $4,779-74.3% |
| Participant deferral / active EE | $9,712 | $6,800+42.8% | $6,426+51.1% | $5,609+73.1% |
| Admin fee / account holder | $33,296 | $10,917+205.0% | $9,284+258.6% | $10,828+207.5% |