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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 | $129,109 | $138,102-6.5% | $125,381+3.0% | $134,532-4.0% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -16.72% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,468 | $5,245+4.2% | $4,815+13.6% | $4,741+15.3% |
| Participant deferral / active EE | $10,600 | $7,801+35.9% | $7,448+42.3% | $6,401+65.6% |
| Admin fee / account holder | $10,027 | $11,568-13.3% | $10,007+0.2% | $11,429-12.3% |