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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 | $79,167 | $138,075-42.7% | $123,552-35.9% | $135,379-41.5% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -5.03% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,886 | $5,152-44.0% | $4,628-37.6% | $4,779-39.6% |
| Participant deferral / active EE | $5,547 | $6,800-18.4% | $6,426-13.7% | $5,609-1.1% |
| Admin fee / account holder | $8,467 | $10,917-22.4% | $9,285-8.8% | $10,828-21.8% |