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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 | $83,154 | $138,075-39.8% | $123,552-32.7% | $135,379-38.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -4.58% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $4,816 | $5,152-6.5% | $4,628+4.1% | $4,779+0.8% |
| Participant deferral / active EE | $8,103 | $6,800+19.2% | $6,426+26.1% | $5,609+44.5% |
| Admin fee / account holder | $771 | $10,917-92.9% | $9,285-91.7% | $10,828-92.9% |