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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 | $61,652 | $138,075-55.3% | $123,552-50.1% | $135,379-54.5% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,237 | $5,152-37.2% | $4,628-30.1% | $4,779-32.3% |
| Participant deferral / active EE | $5,835 | $6,800-14.2% | $6,426-9.2% | $5,609+4.0% |
| Admin fee / account holder | $7,811 | $10,917-28.5% | $9,285-15.9% | $10,828-27.9% |