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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 | $127,089 | $138,072-8.0% | $123,549+2.9% | $135,382-6.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.87% | 153.69%-161.6pp | 119.20%-127.1pp | 519.77%-527.6pp |
| Employer contribution / active EE | $2,450 | $5,152-52.5% | $4,628-47.1% | $4,779-48.7% |
| Participant deferral / active EE | $6,009 | $6,799-11.6% | $6,426-6.5% | $5,609+7.1% |
| Admin fee / account holder | $668 | $10,917-93.9% | $9,284-92.8% | $10,829-93.8% |