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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 | $139,096 | $135,645+2.5% | $110,243+26.2% | $135,380+2.7% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.36% | 513.24%-519.6pp | 314.76%-321.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,171 | $4,907-55.8% | $3,827-43.3% | $4,779-54.6% |
| Participant deferral / active EE | $5,931 | $5,507+7.7% | $4,672+26.9% | $5,609+5.7% |
| Admin fee / account holder | $313 | $11,458-97.3% | $8,548-96.3% | $10,828-97.1% |