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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 | $121,084 | $138,076-12.3% | $123,553-2.0% | $135,380-10.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,250 | $5,152-56.3% | $4,628-51.4% | $4,779-52.9% |
| Participant deferral / active EE | $7,341 | $6,800+8.0% | $6,426+14.2% | $5,609+30.9% |
| Admin fee / account holder | $681 | $10,917-93.8% | $9,284-92.7% | $10,828-93.7% |