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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 | $122,294 | $138,075-11.4% | $123,552-1.0% | $135,379-9.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.85% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,764 | $5,152-65.8% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $5,750 | $6,800-15.4% | $6,426-10.5% | $5,609+2.5% |
| Admin fee / account holder | $17,436 | $10,917+59.7% | $9,285+87.8% | $10,828+61.0% |