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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 | $58,115 | $138,076-57.9% | $123,553-53.0% | $135,380-57.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -1.06% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $2,028 | $5,152-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,810 | $6,800-44.0% | $6,426-40.7% | $5,609-32.1% |
| Admin fee / account holder | $19,290 | $10,917+76.7% | $9,284+107.8% | $10,828+78.2% |