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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 | $138,677 | $138,076+0.4% | $123,553+12.2% | $135,380+2.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -3.57% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $2,467 | $5,152-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $7,117 | $6,800+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $17,363 | $10,917+59.1% | $9,284+87.0% | $10,828+60.4% |