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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 | $27,367 | $138,076-80.2% | $123,553-77.9% | $135,380-79.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.64% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,156 | $5,152-19.3% | $4,628-10.2% | $4,779-13.0% |
| Participant deferral / active EE | $4,655 | $6,800-31.5% | $6,426-27.6% | $5,609-17.0% |
| Admin fee / account holder | $2,380 | $10,917-78.2% | $9,284-74.4% | $10,828-78.0% |