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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 | $41,244 | $138,075-70.1% | $123,552-66.6% | $135,379-69.5% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.20%-126.2pp | 519.79%-526.7pp |
| Employer contribution / active EE | $3,034 | $5,152-41.1% | $4,628-34.5% | $4,779-36.5% |
| Participant deferral / active EE | $7,369 | $6,800+8.4% | $6,426+14.7% | $5,609+31.4% |
| Admin fee / account holder | $947 | $10,917-91.3% | $9,285-89.8% | $10,828-91.3% |