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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 | $216,932 | $138,075+57.1% | $123,552+75.6% | $135,379+60.2% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.46% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,203 | $5,152-76.7% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $8,602 | $6,800+26.5% | $6,426+33.9% | $5,609+53.4% |
| Admin fee / account holder | $936 | $10,917-91.4% | $9,285-89.9% | $10,828-91.4% |