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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 | $88,840 | $138,076-35.7% | $123,553-28.1% | $135,380-34.4% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,424 | $5,152-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $6,544 | $6,800-3.8% | $6,426+1.8% | $5,609+16.7% |
| Admin fee / account holder | $585 | $10,917-94.6% | $9,284-93.7% | $10,828-94.6% |