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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 | $121,944 | $138,076-11.7% | $123,553-1.3% | $135,380-9.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.64% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,799 | $5,152-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $5,695 | $6,800-16.3% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $24,043 | $10,917+120.2% | $9,284+159.0% | $10,828+122.0% |