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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 | $106,594 | $138,075-22.8% | $123,552-13.7% | $135,379-21.3% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -8.64% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $4,603 | $5,152-10.7% | $4,628-0.5% | $4,779-3.7% |
| Participant deferral / active EE | $9,238 | $6,800+35.9% | $6,426+43.8% | $5,609+64.7% |
| Admin fee / account holder | $3,724 | $10,917-65.9% | $9,285-59.9% | $10,828-65.6% |