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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 | $87,207 | $138,076-36.8% | $123,553-29.4% | $135,380-35.6% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -7.41% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,261 | $5,152+21.5% | $4,628+35.3% | $4,779+31.0% |
| Participant deferral / active EE | $6,399 | $6,800-5.9% | $6,426-0.4% | $5,609+14.1% |
| Admin fee / account holder | $5,582 | $10,917-48.9% | $9,284-39.9% | $10,828-48.4% |