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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 | $135,615 | $180,466-24.9% | $154,114-12.0% | $135,382+0.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -8.20% | 888.15%-896.4pp | 735.16%-743.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $2,899 | $6,035-52.0% | $5,298-45.3% | $4,779-39.3% |
| Participant deferral / active EE | $5,100 | $5,806-12.2% | $5,081+0.4% | $5,609-9.1% |
| Admin fee / account holder | $7,242 | $16,144-55.1% | $13,411-46.0% | $10,829-33.1% |