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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 | $237,667 | $138,072+72.1% | $123,549+92.4% | $135,382+75.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.66% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,572 | $5,152-69.5% | $4,628-66.0% | $4,779-67.1% |
| Participant deferral / active EE | $8,780 | $6,799+29.1% | $6,426+36.6% | $5,609+56.5% |
| Admin fee / account holder | $673 | $10,917-93.8% | $9,284-92.7% | $10,829-93.8% |