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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 | $136,013 | $138,076-1.5% | $123,553+10.1% | $135,380+0.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.22% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,643 | $5,152-48.7% | $4,628-42.9% | $4,779-44.7% |
| Participant deferral / active EE | $5,251 | $6,800-22.8% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $3,782 | $10,917-65.4% | $9,284-59.3% | $10,828-65.1% |