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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 | $152,945 | $190,916-19.9% | $160,037-4.4% | $134,545+13.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.16% | 552.79%-566.9pp | 408.95%-423.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $4,609 | $4,996-7.7% | $4,226+9.1% | $4,742-2.8% |
| Participant deferral / active EE | $5,691 | $6,925-17.8% | $6,184-8.0% | $6,401-11.1% |
| Admin fee / account holder | $1,533 | $10,497-85.4% | $8,716-82.4% | $11,431-86.6% |