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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 | $121,154 | $138,072-12.3% | $123,549-1.9% | $135,382-10.5% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.60% | 153.69%-159.3pp | 119.20%-124.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $3,271 | $5,152-36.5% | $4,628-29.3% | $4,779-31.6% |
| Participant deferral / active EE | $8,053 | $6,799+18.4% | $6,426+25.3% | $5,609+43.6% |
| Admin fee / account holder | $5,616 | $10,917-48.6% | $9,284-39.5% | $10,829-48.1% |