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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 | $63,567 | $138,076-54.0% | $123,553-48.6% | $135,380-53.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,893 | $5,152-43.8% | $4,628-37.5% | $4,779-39.5% |
| Participant deferral / active EE | $8,596 | $6,800+26.4% | $6,426+33.8% | $5,609+53.3% |
| Admin fee / account holder | $2,749 | $10,917-74.8% | $9,284-70.4% | $10,828-74.6% |