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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 | $76,615 | $138,076-44.5% | $123,553-38.0% | $135,380-43.4% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -1.64% | 153.70%-155.3pp | 119.21%-120.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $5,142 | $5,152-0.2% | $4,628+11.1% | $4,779+7.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,933 | $10,917-45.6% | $9,284-36.1% | $10,828-45.2% |