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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 | $128,851 | $135,645-5.0% | $110,243+16.9% | $135,380-4.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.70% | 513.24%-519.9pp | 314.76%-321.5pp | 519.81%-526.5pp |
| Employer contribution / active EE | $4,381 | $4,907-10.7% | $3,827+14.5% | $4,779-8.3% |
| Participant deferral / active EE | $8,452 | $5,507+53.5% | $4,672+80.9% | $5,609+50.7% |
| Admin fee / account holder | $7,965 | $11,458-30.5% | $8,548-6.8% | $10,828-26.4% |