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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 | $106,967 | $138,075-22.5% | $123,552-13.4% | $135,379-21.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $3,350 | $5,152-35.0% | $4,628-27.6% | $4,779-29.9% |
| Participant deferral / active EE | $7,531 | $6,800+10.8% | $6,426+17.2% | $5,609+34.3% |
| Admin fee / account holder | $7,723 | $10,917-29.3% | $9,285-16.8% | $10,828-28.7% |