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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 | $49,097 | $138,076-64.4% | $123,553-60.3% | $135,380-63.7% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -1.10% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $9,555 | $5,152+85.5% | $4,628+106.5% | $4,779+99.9% |
| Participant deferral / active EE | $3,616 | $6,800-46.8% | $6,426-43.7% | $5,609-35.5% |
| Admin fee / account holder | $2,512 | $10,917-77.0% | $9,284-72.9% | $10,828-76.8% |