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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 | $116,125 | $138,076-15.9% | $123,553-6.0% | $135,380-14.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,698 | $5,152-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $9,293 | $6,800+36.7% | $6,426+44.6% | $5,609+65.7% |
| Admin fee / account holder | $1,753 | $10,917-83.9% | $9,284-81.1% | $10,828-83.8% |