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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 | $109,128 | $138,072-21.0% | $123,549-11.7% | $135,382-19.4% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -7.15% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.9pp |
| Employer contribution / active EE | $4,938 | $5,152-4.2% | $4,628+6.7% | $4,779+3.3% |
| Participant deferral / active EE | $10,947 | $6,799+61.0% | $6,426+70.4% | $5,609+95.2% |
| Admin fee / account holder | $13,653 | $10,917+25.1% | $9,284+47.1% | $10,829+26.1% |