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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 | $105,483 | $138,076-23.6% | $123,553-14.6% | $135,380-22.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $3,322 | $5,152-35.5% | $4,628-28.2% | $4,779-30.5% |
| Participant deferral / active EE | $6,198 | $6,800-8.9% | $6,426-3.6% | $5,609+10.5% |
| Admin fee / account holder | $578 | $10,917-94.7% | $9,284-93.8% | $10,828-94.7% |