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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 | $52,516 | $138,075-62.0% | $123,552-57.5% | $135,379-61.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $7,270 | $5,152+41.1% | $4,628+57.1% | $4,779+52.1% |
| Participant deferral / active EE | $11,375 | $6,800+67.3% | $6,426+77.0% | $5,609+102.8% |
| Admin fee / account holder | $4,175 | $10,917-61.8% | $9,285-55.0% | $10,828-61.4% |