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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 | $67,443 | $138,076-51.2% | $123,553-45.4% | $135,380-50.2% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -4.06% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,323 | $5,152-35.5% | $4,628-28.2% | $4,779-30.5% |
| Participant deferral / active EE | $6,973 | $6,800+2.5% | $6,426+8.5% | $5,609+24.3% |
| Admin fee / account holder | $19,544 | $10,917+79.0% | $9,284+110.5% | $10,828+80.5% |