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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 | $99,359 | $138,072-28.0% | $123,549-19.6% | $135,382-26.6% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -4.59% | 153.69%-158.3pp | 119.20%-123.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $4,778 | $5,152-7.3% | $4,628+3.2% | $4,7790% |
| Participant deferral / active EE | $11,314 | $6,799+66.4% | $6,426+76.1% | $5,609+101.7% |
| Admin fee / account holder | $9,308 | $10,917-14.7% | $9,284+0.3% | $10,829-14.0% |