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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 | $114,492 | $138,076-17.1% | $123,553-7.3% | $135,380-15.4% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.55% | 153.70%-159.2pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $4,196 | $5,152-18.6% | $4,628-9.3% | $4,779-12.2% |
| Participant deferral / active EE | $6,747 | $6,800-0.8% | $6,426+5.0% | $5,609+20.3% |
| Admin fee / account holder | $6,801 | $10,917-37.7% | $9,284-26.8% | $10,828-37.2% |