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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 | $84,331 | $138,076-38.9% | $123,553-31.7% | $135,380-37.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.91% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $3,360 | $5,152-34.8% | $4,628-27.4% | $4,779-29.7% |
| Participant deferral / active EE | $8,145 | $6,800+19.8% | $6,426+26.7% | $5,609+45.2% |
| Admin fee / account holder | $3,642 | $10,917-66.6% | $9,284-60.8% | $10,828-66.4% |