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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 | $160,005 | $180,466-11.3% | $154,114+3.8% | $135,382+18.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.86% | 888.15%-896.0pp | 735.16%-743.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $3,470 | $6,035-42.5% | $5,298-34.5% | $4,779-27.4% |
| Participant deferral / active EE | $6,162 | $5,806+6.1% | $5,081+21.3% | $5,609+9.9% |
| Admin fee / account holder | $11,719 | $16,144-27.4% | $13,411-12.6% | $10,829+8.2% |