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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 | $156,316 | $180,459-13.4% | $154,108+1.4% | $135,380+15.5% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -8.26% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $3,782 | $6,035-37.3% | $5,298-28.6% | $4,779-20.9% |
| Participant deferral / active EE | $5,588 | $5,806-3.8% | $5,081+10.0% | $5,609-0.4% |
| Admin fee / account holder | $1,117 | $16,145-93.1% | $13,411-91.7% | $10,828-89.7% |