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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 | $114,148 | $138,075-17.3% | $123,552-7.6% | $135,379-15.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -7.22% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,957 | $5,152-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $8,235 | $6,800+21.1% | $6,426+28.1% | $5,609+46.8% |
| Admin fee / account holder | $7,383 | $10,917-32.4% | $9,285-20.5% | $10,828-31.8% |