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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 | $106,847 | $138,072-22.6% | $123,549-13.5% | $135,382-21.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.34% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,168 | $5,152-38.5% | $4,628-31.5% | $4,779-33.7% |
| Participant deferral / active EE | $2,842 | $6,799-58.2% | $6,426-55.8% | $5,609-49.3% |
| Admin fee / account holder | $893 | $10,917-91.8% | $9,284-90.4% | $10,829-91.7% |