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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 | $51,810 | $138,075-62.5% | $123,552-58.1% | $135,379-61.7% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -4.32% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $3,595 | $5,152-30.2% | $4,628-22.3% | $4,779-24.8% |
| Participant deferral / active EE | $7,498 | $6,800+10.3% | $6,426+16.7% | $5,609+33.7% |
| Admin fee / account holder | $20,575 | $10,917+88.5% | $9,285+121.6% | $10,828+90.0% |