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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 | $47,509 | $138,076-65.6% | $123,553-61.5% | $135,380-64.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $9,439 | $5,152+83.2% | $4,628+104.0% | $4,779+97.5% |
| Participant deferral / active EE | $7,455 | $6,800+9.6% | $6,426+16.0% | $5,609+32.9% |
| Admin fee / account holder | $938 | $10,917-91.4% | $9,284-89.9% | $10,828-91.3% |