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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 | $48,851 | $197,819-75.3% | $155,789-68.6% | $125,389-61.0% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | -0.33% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,518 | $4,850-48.1% | $3,839-34.4% | $4,866-48.3% |
| Participant deferral / active EE | $9,549 | $5,631+69.6% | $4,798+99.0% | $5,352+78.4% |
| Admin fee / account holder | $7,832 | $9,544-17.9% | $7,477+4.8% | $9,541-17.9% |