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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 | $140,299 | $135,645+3.4% | $110,243+27.3% | $135,380+3.6% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -5.78% | 513.24%-519.0pp | 314.76%-320.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $2,410 | $4,907-50.9% | $3,827-37.0% | $4,779-49.6% |
| Participant deferral / active EE | $5,134 | $5,507-6.8% | $4,672+9.9% | $5,609-8.5% |
| Admin fee / account holder | $5,303 | $11,458-53.7% | $8,548-38.0% | $10,828-51.0% |