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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 | $133,512 | $138,078-3.3% | $125,363+6.5% | $134,509-0.7% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -15.85% | 750.49%-766.3pp | 572.15%-588.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $4,775 | $5,245-8.9% | $4,815-0.8% | $4,741+0.7% |
| Participant deferral / active EE | $9,500 | $7,800+21.8% | $7,447+27.6% | $6,400+48.4% |
| Admin fee / account holder | $18,878 | $11,566+63.2% | $10,005+88.7% | $11,427+65.2% |