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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 | $116,652 | $138,076-15.5% | $123,553-5.6% | $135,380-13.8% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,685 | $5,152-28.5% | $4,628-20.4% | $4,779-22.9% |
| Participant deferral / active EE | $7,732 | $6,800+13.7% | $6,426+20.3% | $5,609+37.9% |
| Admin fee / account holder | $2,456 | $10,917-77.5% | $9,284-73.5% | $10,828-77.3% |