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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 | $133,208 | $138,076-3.5% | $123,553+7.8% | $135,380-1.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -5.97% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,953 | $5,152+15.5% | $4,628+28.6% | $4,779+24.6% |
| Participant deferral / active EE | $13,375 | $6,800+96.7% | $6,426+108.1% | $5,609+138.5% |
| Admin fee / account holder | $2,789 | $10,917-74.5% | $9,284-70.0% | $10,828-74.2% |