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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 | $75,275 | $138,072-45.5% | $123,549-39.1% | $135,382-44.4% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | -6.25% | 153.69%-159.9pp | 119.20%-125.4pp | 519.77%-526.0pp |
| Employer contribution / active EE | $3,768 | $5,152-26.9% | $4,628-18.6% | $4,779-21.2% |
| Participant deferral / active EE | $7,523 | $6,799+10.6% | $6,426+17.1% | $5,609+34.1% |
| Admin fee / account holder | $1,863 | $10,917-82.9% | $9,284-79.9% | $10,829-82.8% |