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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 | $138,951 | $168,635-17.6% | $147,617-5.9% | $125,389+10.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.99% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $4,673 | $6,252-25.3% | $5,564-16.0% | $4,866-4.0% |
| Participant deferral / active EE | $6,236 | $5,507+13.2% | $4,895+27.4% | $5,352+16.5% |
| Admin fee / account holder | $11,336 | $13,580-16.5% | $11,612-2.4% | $9,541+18.8% |