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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 | $93,777 | $138,076-32.1% | $123,553-24.1% | $135,380-30.7% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -3.89% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $2,944 | $5,152-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $8,629 | $6,800+26.9% | $6,426+34.3% | $5,609+53.8% |
| Admin fee / account holder | $1,187 | $10,917-89.1% | $9,284-87.2% | $10,828-89.0% |