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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 | $85,454 | $138,075-38.1% | $123,552-30.8% | $135,379-36.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.16% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $4,891 | $5,152-5.1% | $4,628+5.7% | $4,779+2.3% |
| Participant deferral / active EE | $12,202 | $6,800+79.5% | $6,426+89.9% | $5,609+117.5% |
| Admin fee / account holder | $7,414 | $10,917-32.1% | $9,285-20.1% | $10,828-31.5% |