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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 | $151,251 | $147,727+2.4% | $115,756+30.7% | $134,532+12.4% |
| Participation rate | 84.6% | 80.4%+4.2pp | 77.1%+7.5pp | 81.2%+3.4pp |
| Annual return | -13.70% | 73.96%-87.7pp | 143.14%-156.8pp | 418.27%-432.0pp |
| Employer contribution / active EE | $1,835 | $4,713-61.1% | $3,793-51.6% | $4,741-61.3% |
| Participant deferral / active EE | $7,432 | $7,563-1.7% | $6,254+18.8% | $6,401+16.1% |
| Admin fee / account holder | $5,183 | $14,571-64.4% | $8,124-36.2% | $11,429-54.6% |