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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 | $119,464 | $135,645-11.9% | $110,243+8.4% | $135,380-11.8% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -6.78% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,784 | $4,907-43.3% | $3,827-27.3% | $4,779-41.8% |
| Participant deferral / active EE | $5,567 | $5,507+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $26,381 | $11,458+130.2% | $8,548+208.6% | $10,828+143.6% |