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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 | $119,502 | $138,076-13.5% | $123,553-3.3% | $135,380-11.7% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -5.74% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,464 | $5,152-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $9,577 | $6,800+40.9% | $6,426+49.0% | $5,609+70.7% |
| Admin fee / account holder | $12,418 | $10,917+13.7% | $9,284+33.7% | $10,828+14.7% |