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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 | $135,040 | $138,075-2.2% | $123,552+9.3% | $135,379-0.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -4.30% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,125 | $5,152-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $10,314 | $6,800+51.7% | $6,426+60.5% | $5,609+83.9% |
| Admin fee / account holder | $79,442 | $10,917+627.7% | $9,285+755.6% | $10,828+633.7% |