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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 | $102,090 | $138,076-26.1% | $123,553-17.4% | $135,380-24.6% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -8.65% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,730 | $5,152-47.0% | $4,628-41.0% | $4,779-42.9% |
| Participant deferral / active EE | $7,764 | $6,800+14.2% | $6,426+20.8% | $5,609+38.4% |
| Admin fee / account holder | $607 | $10,917-94.4% | $9,284-93.5% | $10,828-94.4% |