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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 | $137,315 | $138,076-0.6% | $123,553+11.1% | $135,380+1.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.59% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,013 | $5,152-60.9% | $4,628-56.5% | $4,779-57.9% |
| Participant deferral / active EE | $9,139 | $6,800+34.4% | $6,426+42.2% | $5,609+62.9% |
| Admin fee / account holder | $31,252 | $10,917+186.3% | $9,284+236.6% | $10,828+188.6% |