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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 | $64,161 | $138,075-53.5% | $123,552-48.1% | $135,379-52.6% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $4,150 | $5,152-19.4% | $4,628-10.3% | $4,779-13.2% |
| Participant deferral / active EE | $7,820 | $6,800+15.0% | $6,426+21.7% | $5,609+39.4% |
| Admin fee / account holder | $22,897 | $10,917+109.7% | $9,285+146.6% | $10,828+111.5% |