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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 | $138,742 | $135,639+2.3% | $110,241+25.9% | $135,382+2.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -5.12% | 513.21%-518.3pp | 314.75%-319.9pp | 519.77%-524.9pp |
| Employer contribution / active EE | $2,525 | $4,907-48.5% | $3,827-34.0% | $4,779-47.2% |
| Participant deferral / active EE | $4,097 | $5,507-25.6% | $4,672-12.3% | $5,609-26.9% |
| Admin fee / account holder | $2,254 | $11,457-80.3% | $8,548-73.6% | $10,829-79.2% |