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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 | $126,970 | $197,819-35.8% | $155,789-18.5% | $125,388+1.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 76.1%+14.8pp | 83.2%+7.7pp |
| Annual return | -0.91% | 86.73%-87.6pp | 71.54%-72.4pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,471 | $4,850-69.7% | $3,839-61.7% | $4,866-69.8% |
| Participant deferral / active EE | $4,411 | $5,631-21.7% | $4,798-8.1% | $5,352-17.6% |
| Admin fee / account holder | $1,261 | $9,544-86.8% | $7,477-83.1% | $9,541-86.8% |