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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 | $112,689 | $138,076-18.4% | $123,553-8.8% | $135,380-16.8% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -5.46% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,532 | $5,152-50.8% | $4,628-45.3% | $4,779-47.0% |
| Participant deferral / active EE | $11,067 | $6,800+62.8% | $6,426+72.2% | $5,609+97.3% |
| Admin fee / account holder | $19,388 | $10,917+77.6% | $9,284+108.8% | $10,828+79.0% |