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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 | $130,553 | $138,078-5.4% | $125,363+4.1% | $134,509-2.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -16.15% | 750.49%-766.6pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $3,686 | $5,245-29.7% | $4,815-23.4% | $4,741-22.2% |
| Participant deferral / active EE | $6,496 | $7,800-16.7% | $7,447-12.8% | $6,400+1.5% |
| Admin fee / account holder | $11,777 | $11,566+1.8% | $10,005+17.7% | $11,427+3.1% |