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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 | $131,702 | $138,076-4.6% | $123,553+6.6% | $135,380-2.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.91% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $4,106 | $5,152-20.3% | $4,628-11.3% | $4,779-14.1% |
| Participant deferral / active EE | $4,746 | $6,800-30.2% | $6,426-26.1% | $5,609-15.4% |
| Admin fee / account holder | $4,477 | $10,917-59.0% | $9,284-51.8% | $10,828-58.7% |