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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 | $92,345 | $138,072-33.1% | $123,549-25.3% | $135,382-31.8% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -9.09% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $8,325 | $5,152+61.6% | $4,628+79.9% | $4,779+74.2% |
| Participant deferral / active EE | $7,405 | $6,799+8.9% | $6,426+15.2% | $5,609+32.0% |
| Admin fee / account holder | $2,301 | $10,917-78.9% | $9,284-75.2% | $10,829-78.8% |