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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 | $112,919 | $138,076-18.2% | $123,553-8.6% | $135,380-16.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.60% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,621 | $5,152-68.5% | $4,628-65.0% | $4,779-66.1% |
| Participant deferral / active EE | $2,944 | $6,800-56.7% | $6,426-54.2% | $5,609-47.5% |
| Admin fee / account holder | $20,088 | $10,917+84.0% | $9,284+116.4% | $10,828+85.5% |