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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 | $127,611 | $138,075-7.6% | $123,552+3.3% | $135,379-5.7% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -4.63% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,662 | $5,152-48.3% | $4,628-42.5% | $4,779-44.3% |
| Participant deferral / active EE | $8,169 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $659 | $10,917-94.0% | $9,285-92.9% | $10,828-93.9% |