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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 | $142,988 | $138,076+3.6% | $123,553+15.7% | $135,380+5.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -7.44% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,732 | $5,152-47.0% | $4,628-41.0% | $4,779-42.8% |
| Participant deferral / active EE | $6,002 | $6,800-11.7% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $818 | $10,917-92.5% | $9,284-91.2% | $10,828-92.4% |