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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 | $112,345 | $135,639-17.2% | $110,241+1.9% | $135,382-17.0% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -7.66% | 513.21%-520.9pp | 314.75%-322.4pp | 519.77%-527.4pp |
| Employer contribution / active EE | $8,044 | $4,907+63.9% | $3,827+110.2% | $4,779+68.3% |
| Participant deferral / active EE | $7,741 | $5,507+40.6% | $4,672+65.7% | $5,609+38.0% |
| Admin fee / account holder | $1,131 | $11,457-90.1% | $8,548-86.8% | $10,829-89.6% |