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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 | $123,582 | $138,072-10.5% | $123,5490% | $135,382-8.7% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.39% | 153.69%-159.1pp | 119.20%-124.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $2,795 | $5,152-45.7% | $4,628-39.6% | $4,779-41.5% |
| Participant deferral / active EE | $11,864 | $6,799+74.5% | $6,426+84.6% | $5,609+111.5% |
| Admin fee / account holder | $13,398 | $10,917+22.7% | $9,284+44.3% | $10,829+23.7% |