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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 | $57,187 | $138,075-58.6% | $123,552-53.7% | $135,379-57.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -2.42% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $2,053 | $5,152-60.2% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $10,298 | $6,800+51.5% | $6,426+60.3% | $5,609+83.6% |
| Admin fee / account holder | $23,423 | $10,917+114.6% | $9,285+152.3% | $10,828+116.3% |