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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 | $59,299 | $138,076-57.1% | $123,553-52.0% | $135,380-56.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.21% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,770 | $5,152-26.8% | $4,628-18.5% | $4,779-21.1% |
| Participant deferral / active EE | $10,511 | $6,800+54.6% | $6,426+63.6% | $5,609+87.4% |
| Admin fee / account holder | $678 | $10,917-93.8% | $9,284-92.7% | $10,828-93.7% |