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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 | $76,741 | $138,076-44.4% | $123,553-37.9% | $135,380-43.3% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -8.73% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $5,282 | $5,152+2.5% | $4,628+14.1% | $4,779+10.5% |
| Participant deferral / active EE | $6,796 | $6,800-0.1% | $6,426+5.8% | $5,609+21.2% |
| Admin fee / account holder | $1,789 | $10,917-83.6% | $9,284-80.7% | $10,828-83.5% |