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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 | $121,449 | $138,075-12.0% | $123,552-1.7% | $135,379-10.3% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -4.36% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.1pp |
| Employer contribution / active EE | $2,917 | $5,152-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $8,138 | $6,800+19.7% | $6,426+26.6% | $5,609+45.1% |
| Admin fee / account holder | $15,379 | $10,917+40.9% | $9,285+65.6% | $10,828+42.0% |