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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 | $81,494 | $147,727-44.8% | $115,756-29.6% | $134,545-39.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 77.1%+17.4pp | 81.2%+13.2pp |
| Annual return | -20.55% | 73.96%-94.5pp | 143.14%-163.7pp | 418.37%-438.9pp |
| Employer contribution / active EE | $4,547 | $4,713-3.5% | $3,793+19.9% | $4,742-4.1% |
| Participant deferral / active EE | $7,247 | $7,563-4.2% | $6,254+15.9% | $6,401+13.2% |
| Admin fee / account holder | $6,569 | $14,571-54.9% | $8,124-19.1% | $11,431-42.5% |