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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 | $119,430 | $138,076-13.5% | $123,553-3.3% | $135,380-11.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.14% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $7,893 | $5,152+53.2% | $4,628+70.6% | $4,779+65.2% |
| Participant deferral / active EE | $7,451 | $6,800+9.6% | $6,426+15.9% | $5,609+32.8% |
| Admin fee / account holder | $45,072 | $10,917+312.9% | $9,284+385.5% | $10,828+316.3% |