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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 | $91,832 | $138,075-33.5% | $123,552-25.7% | $135,379-32.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.19% | 153.70%-158.9pp | 119.20%-124.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $2,030 | $5,152-60.6% | $4,628-56.1% | $4,779-57.5% |
| Participant deferral / active EE | $6,272 | $6,800-7.8% | $6,426-2.4% | $5,609+11.8% |
| Admin fee / account holder | $37,275 | $10,917+241.4% | $9,285+301.5% | $10,828+244.2% |