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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 | $88,902 | $138,076-35.6% | $123,553-28.0% | $135,380-34.3% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $5,291 | $5,152+2.7% | $4,628+14.3% | $4,779+10.7% |
| Participant deferral / active EE | $7,322 | $6,800+7.7% | $6,426+14.0% | $5,609+30.5% |
| Admin fee / account holder | $12,637 | $10,917+15.8% | $9,284+36.1% | $10,828+16.7% |