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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 | $72,364 | $138,072-47.6% | $123,549-41.4% | $135,382-46.5% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -7.57% | 153.69%-161.3pp | 119.20%-126.8pp | 519.77%-527.3pp |
| Employer contribution / active EE | $7,238 | $5,152+40.5% | $4,628+56.4% | $4,779+51.5% |
| Participant deferral / active EE | $17,851 | $6,799+162.5% | $6,426+177.8% | $5,609+218.3% |
| Admin fee / account holder | $2,965 | $10,917-72.8% | $9,284-68.1% | $10,829-72.6% |