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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 | $116,590 | $138,075-15.6% | $123,552-5.6% | $135,379-13.9% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -7.89% | 153.70%-161.6pp | 119.20%-127.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $3,958 | $5,152-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $7,199 | $6,800+5.9% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $5,667 | $10,917-48.1% | $9,285-39.0% | $10,828-47.7% |