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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 | $131,126 | $138,078-5.0% | $125,363+4.6% | $134,509-2.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -20.24% | 750.49%-770.7pp | 572.15%-592.4pp | 418.13%-438.4pp |
| Employer contribution / active EE | $3,518 | $5,245-32.9% | $4,815-26.9% | $4,741-25.8% |
| Participant deferral / active EE | $10,415 | $7,800+33.5% | $7,447+39.9% | $6,400+62.7% |
| Admin fee / account holder | $1,226 | $11,566-89.4% | $10,005-87.7% | $11,427-89.3% |