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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 | $126,844 | $138,075-8.1% | $123,552+2.7% | $135,379-6.3% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -3.62% | 153.70%-157.3pp | 119.20%-122.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $3,465 | $5,152-32.7% | $4,628-25.1% | $4,779-27.5% |
| Participant deferral / active EE | $8,889 | $6,800+30.7% | $6,426+38.3% | $5,609+58.5% |
| Admin fee / account holder | $21,265 | $10,917+94.8% | $9,285+129.0% | $10,828+96.4% |