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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 | $177,092 | $138,072+28.3% | $123,549+43.3% | $135,382+30.8% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.11% | 153.69%-153.8pp | 119.20%-119.3pp | 519.77%-519.9pp |
| Employer contribution / active EE | $1,701 | $5,152-67.0% | $4,628-63.2% | $4,779-64.4% |
| Participant deferral / active EE | $6,156 | $6,799-9.5% | $6,426-4.2% | $5,609+9.7% |
| Admin fee / account holder | $932 | $10,917-91.5% | $9,284-90.0% | $10,829-91.4% |