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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 | $122,680 | $138,076-11.2% | $123,553-0.7% | $135,380-9.4% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -4.39% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,783 | $5,152-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $8,753 | $6,800+28.7% | $6,426+36.2% | $5,609+56.0% |
| Admin fee / account holder | $12,261 | $10,917+12.3% | $9,284+32.1% | $10,828+13.2% |