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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 | $131,938 | $135,645-2.7% | $110,243+19.7% | $135,380-2.5% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.8%-2.5pp | 82.6%-5.4pp |
| Annual return | -6.59% | 513.24%-519.8pp | 314.76%-321.3pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,228 | $4,907-54.6% | $3,827-41.8% | $4,779-53.4% |
| Participant deferral / active EE | $5,608 | $5,507+1.8% | $4,672+20.0% | $5,6090% |
| Admin fee / account holder | $1,127 | $11,458-90.2% | $8,548-86.8% | $10,828-89.6% |