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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 | $141,330 | $190,916-26.0% | $160,037-11.7% | $134,545+5.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -15.51% | 552.79%-568.3pp | 408.95%-424.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $3,168 | $4,996-36.6% | $4,226-25.0% | $4,742-33.2% |
| Participant deferral / active EE | $10,054 | $6,925+45.2% | $6,184+62.6% | $6,401+57.1% |
| Admin fee / account holder | $7,882 | $10,497-24.9% | $8,716-9.6% | $11,431-31.0% |