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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 | $88,886 | $138,076-35.6% | $123,553-28.1% | $135,380-34.3% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.65% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,421 | $5,152+63.4% | $4,628+81.9% | $4,779+76.2% |
| Participant deferral / active EE | $4,563 | $6,800-32.9% | $6,426-29.0% | $5,609-18.7% |
| Admin fee / account holder | $14,537 | $10,917+33.2% | $9,284+56.6% | $10,828+34.3% |