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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 | $113,953 | $135,645-16.0% | $110,243+3.4% | $135,380-15.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.08% | 513.24%-520.3pp | 314.76%-321.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $2,412 | $4,907-50.9% | $3,827-37.0% | $4,779-49.5% |
| Participant deferral / active EE | $5,832 | $5,507+5.9% | $4,672+24.8% | $5,609+4.0% |
| Admin fee / account holder | $3,636 | $11,458-68.3% | $8,548-57.5% | $10,828-66.4% |