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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 | $96,037 | $138,076-30.4% | $123,553-22.3% | $135,380-29.1% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -5.74% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,564 | $5,152-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $4,470 | $6,800-34.3% | $6,426-30.4% | $5,609-20.3% |
| Admin fee / account holder | $987 | $10,917-91.0% | $9,284-89.4% | $10,828-90.9% |