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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 | $137,666 | $138,076-0.3% | $123,553+11.4% | $135,380+1.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.72% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,307 | $5,152-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $9,451 | $6,800+39.0% | $6,426+47.1% | $5,609+68.5% |
| Admin fee / account holder | $18,285 | $10,917+67.5% | $9,284+96.9% | $10,828+68.9% |