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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 | $47,320 | $138,075-65.7% | $123,552-61.7% | $135,379-65.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.36% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,312 | $5,152-55.1% | $4,628-50.1% | $4,779-51.6% |
| Participant deferral / active EE | $9,232 | $6,800+35.8% | $6,426+43.7% | $5,609+64.6% |
| Admin fee / account holder | $6,474 | $10,917-40.7% | $9,285-30.3% | $10,828-40.2% |