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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 | $138,462 | $190,862-27.5% | $159,991-13.5% | $134,509+2.9% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -16.77% | 552.59%-569.4pp | 408.82%-425.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $6,899 | $4,995+38.1% | $4,225+63.3% | $4,741+45.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,064 | $10,495-70.8% | $8,715-64.8% | $11,427-73.2% |