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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 | $121,793 | $138,075-11.8% | $123,552-1.4% | $135,379-10.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.23% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $6,458 | $5,152+25.4% | $4,628+39.5% | $4,779+35.1% |
| Participant deferral / active EE | $6,541 | $6,800-3.8% | $6,426+1.8% | $5,609+16.6% |
| Admin fee / account holder | $2,300 | $10,917-78.9% | $9,285-75.2% | $10,828-78.8% |