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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 | $91,188 | $138,075-34.0% | $123,552-26.2% | $135,379-32.6% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.58% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $3,398 | $5,152-34.0% | $4,628-26.6% | $4,779-28.9% |
| Participant deferral / active EE | $8,070 | $6,800+18.7% | $6,426+25.6% | $5,609+43.9% |
| Admin fee / account holder | $12,283 | $10,917+12.5% | $9,285+32.3% | $10,828+13.4% |