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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 | $75,333 | $138,075-45.4% | $123,552-39.0% | $135,379-44.4% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -8.80% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $8,603 | $5,152+67.0% | $4,628+85.9% | $4,779+80.0% |
| Participant deferral / active EE | $3,777 | $6,800-44.5% | $6,426-41.2% | $5,609-32.7% |
| Admin fee / account holder | $1,564 | $10,917-85.7% | $9,285-83.2% | $10,828-85.6% |