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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 | $132,456 | $138,076-4.1% | $123,553+7.2% | $135,380-2.2% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -4.34% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $2,182 | $5,152-57.6% | $4,628-52.9% | $4,779-54.3% |
| Participant deferral / active EE | $7,483 | $6,800+10.1% | $6,426+16.5% | $5,609+33.4% |
| Admin fee / account holder | $13,283 | $10,917+21.7% | $9,284+43.1% | $10,828+22.7% |