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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 | $125,301 | $138,075-9.3% | $123,552+1.4% | $135,379-7.4% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.93% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $9,673 | $5,152+87.8% | $4,628+109.0% | $4,779+102.4% |
| Participant deferral / active EE | $5,802 | $6,800-14.7% | $6,426-9.7% | $5,609+3.4% |
| Admin fee / account holder | $2,814 | $10,917-74.2% | $9,285-69.7% | $10,828-74.0% |