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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 | $92,882 | $138,076-32.7% | $123,553-24.8% | $135,380-31.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.09% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $5,605 | $5,152+8.8% | $4,628+21.1% | $4,779+17.3% |
| Participant deferral / active EE | $13,401 | $6,800+97.1% | $6,426+108.5% | $5,609+138.9% |
| Admin fee / account holder | $19,581 | $10,917+79.4% | $9,284+110.9% | $10,828+80.8% |