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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 | $50,495 | $135,645-62.8% | $110,243-54.2% | $135,380-62.7% |
| Participation rate | 90.9% | 83.5%+7.4pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.07% | 513.24%-520.3pp | 314.76%-321.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,631 | $4,907-46.4% | $3,827-31.3% | $4,779-45.0% |
| Participant deferral / active EE | $5,457 | $5,507-0.9% | $4,672+16.8% | $5,609-2.7% |
| Admin fee / account holder | $775 | $11,458-93.2% | $8,548-90.9% | $10,828-92.8% |