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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 | $116,747 | $138,075-15.4% | $123,552-5.5% | $135,379-13.8% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -7.34% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $2,906 | $5,152-43.6% | $4,628-37.2% | $4,779-39.2% |
| Participant deferral / active EE | $5,000 | $6,800-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $23,762 | $10,917+117.7% | $9,285+155.9% | $10,828+119.5% |