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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 | $129,528 | $190,916-32.2% | $160,037-19.1% | $134,545-3.7% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.0%+15.3pp | 81.2%+12.1pp |
| Annual return | -11.22% | 552.79%-564.0pp | 408.95%-420.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $2,537 | $4,996-49.2% | $4,226-40.0% | $4,742-46.5% |
| Participant deferral / active EE | $6,350 | $6,925-8.3% | $6,184+2.7% | $6,401-0.8% |
| Admin fee / account holder | $1,391 | $10,497-86.8% | $8,716-84.0% | $11,431-87.8% |