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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 | $121,371 | $135,645-10.5% | $110,243+10.1% | $135,380-10.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -7.48% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $9,727 | $4,907+98.2% | $3,827+154.2% | $4,779+103.5% |
| Participant deferral / active EE | $7,436 | $5,507+35.0% | $4,672+59.2% | $5,609+32.6% |
| Admin fee / account holder | $4,004 | $11,458-65.1% | $8,548-53.2% | $10,828-63.0% |