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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 | $136,880 | $133,998+2.2% | $112,263+21.9% | $134,545+1.7% |
| Participation rate | 79.2% | 78.6%+0.6pp | 75.1%+4.1pp | 81.2%-2.1pp |
| Annual return | -13.67% | 47.17%-60.8pp | 27.49%-41.2pp | 418.37%-432.0pp |
| Employer contribution / active EE | $8,756 | $4,040+116.7% | $3,636+140.8% | $4,742+84.7% |
| Participant deferral / active EE | $4,763 | $5,292-10.0% | $4,729+0.7% | $6,401-25.6% |
| Admin fee / account holder | $7,156 | $7,493-4.5% | $6,410+11.6% | $11,431-37.4% |