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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 | $85,388 | $138,075-38.2% | $123,552-30.9% | $135,379-36.9% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -7.11% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,714 | $5,152-47.3% | $4,628-41.3% | $4,779-43.2% |
| Participant deferral / active EE | $5,724 | $6,800-15.8% | $6,426-10.9% | $5,609+2.0% |
| Admin fee / account holder | $1,225 | $10,917-88.8% | $9,285-86.8% | $10,828-88.7% |