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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 | $133,813 | $138,076-3.1% | $123,553+8.3% | $135,380-1.2% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -8.22% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $4,156 | $5,152-19.3% | $4,628-10.2% | $4,779-13.0% |
| Participant deferral / active EE | $8,463 | $6,800+24.5% | $6,426+31.7% | $5,609+50.9% |
| Admin fee / account holder | $2,566 | $10,917-76.5% | $9,284-72.4% | $10,828-76.3% |