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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 | $52,526 | $138,114-62.0% | $125,391-58.1% | $134,545-61.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -14.46% | 750.88%-765.3pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,355 | $5,246-36.0% | $4,816-30.3% | $4,742-29.2% |
| Participant deferral / active EE | $7,907 | $7,801+1.4% | $7,448+6.2% | $6,401+23.5% |
| Admin fee / account holder | $16,467 | $11,570+42.3% | $10,009+64.5% | $11,431+44.1% |