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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 | $99,150 | $138,075-28.2% | $123,552-19.8% | $135,379-26.8% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -2.29% | 153.70%-156.0pp | 119.20%-121.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $2,083 | $5,152-59.6% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $4,001 | $6,800-41.2% | $6,426-37.7% | $5,609-28.7% |
| Admin fee / account holder | $3,404 | $10,917-68.8% | $9,285-63.3% | $10,828-68.6% |