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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 | $100,198 | $138,076-27.4% | $123,553-18.9% | $135,380-26.0% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -5.28% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $7,370 | $5,152+43.0% | $4,628+59.2% | $4,779+54.2% |
| Participant deferral / active EE | $5,693 | $6,800-16.3% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $2,664 | $10,917-75.6% | $9,284-71.3% | $10,828-75.4% |