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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 | $137,040 | $180,459-24.1% | $154,108-11.1% | $135,380+1.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -7.82% | 888.21%-896.0pp | 735.21%-743.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $6,539 | $6,035+8.3% | $5,298+23.4% | $4,779+36.8% |
| Participant deferral / active EE | $3,607 | $5,806-37.9% | $5,081-29.0% | $5,609-35.7% |
| Admin fee / account holder | $11,480 | $16,145-28.9% | $13,411-14.4% | $10,828+6.0% |