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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 | $85,123 | $138,078-38.4% | $125,363-32.1% | $134,509-36.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.19% | 750.49%-765.7pp | 572.15%-587.3pp | 418.13%-433.3pp |
| Employer contribution / active EE | $5,588 | $5,245+6.5% | $4,815+16.1% | $4,741+17.9% |
| Participant deferral / active EE | $11,356 | $7,800+45.6% | $7,447+52.5% | $6,400+77.4% |
| Admin fee / account holder | $3,050 | $11,566-73.6% | $10,005-69.5% | $11,427-73.3% |