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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 | $114,358 | $138,076-17.2% | $123,553-7.4% | $135,380-15.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.53% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $3,279 | $5,152-36.3% | $4,628-29.1% | $4,779-31.4% |
| Participant deferral / active EE | $7,295 | $6,800+7.3% | $6,426+13.5% | $5,609+30.1% |
| Admin fee / account holder | $2,841 | $10,917-74.0% | $9,284-69.4% | $10,828-73.8% |