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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 | $134,000 | $138,076-3.0% | $123,553+8.5% | $135,380-1.0% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -6.80% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,788 | $5,152-26.5% | $4,628-18.2% | $4,779-20.7% |
| Participant deferral / active EE | $7,576 | $6,800+11.4% | $6,426+17.9% | $5,609+35.1% |
| Admin fee / account holder | $2,363 | $10,917-78.4% | $9,284-74.6% | $10,828-78.2% |