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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 | $129,306 | $138,075-6.4% | $123,552+4.7% | $135,379-4.5% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.48% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,824 | $5,152-45.2% | $4,628-39.0% | $4,779-40.9% |
| Participant deferral / active EE | $7,017 | $6,800+3.2% | $6,426+9.2% | $5,609+25.1% |
| Admin fee / account holder | $25,922 | $10,917+137.5% | $9,285+179.2% | $10,828+139.4% |