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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 | $68,341 | $138,075-50.5% | $123,552-44.7% | $135,379-49.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.76% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,566 | $5,152-69.6% | $4,628-66.2% | $4,779-67.2% |
| Participant deferral / active EE | $4,940 | $6,800-27.4% | $6,426-23.1% | $5,609-11.9% |
| Admin fee / account holder | $577 | $10,917-94.7% | $9,285-93.8% | $10,828-94.7% |