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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 | $61,413 | $138,076-55.5% | $123,553-50.3% | $135,380-54.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.05% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $4,634 | $5,152-10.0% | $4,628+0.1% | $4,779-3.0% |
| Participant deferral / active EE | $9,308 | $6,800+36.9% | $6,426+44.9% | $5,609+66.0% |
| Admin fee / account holder | $11,489 | $10,917+5.2% | $9,284+23.7% | $10,828+6.1% |