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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 | $136,408 | $138,075-1.2% | $123,552+10.4% | $135,379+0.8% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -7.12% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,099 | $5,152-59.3% | $4,628-54.6% | $4,779-56.1% |
| Participant deferral / active EE | $4,035 | $6,800-40.7% | $6,426-37.2% | $5,609-28.1% |
| Admin fee / account holder | $14,598 | $10,917+33.7% | $9,285+57.2% | $10,828+34.8% |