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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 | $169,511 | $168,635+0.5% | $147,617+14.8% | $125,389+35.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.44% | 77.65%-81.1pp | 61.98%-65.4pp | 282.24%-285.7pp |
| Employer contribution / active EE | $14,492 | $6,252+131.8% | $5,564+160.4% | $4,866+197.8% |
| Participant deferral / active EE | $9,600 | $5,507+74.3% | $4,895+96.1% | $5,352+79.4% |
| Admin fee / account holder | $1,248 | $13,580-90.8% | $11,612-89.3% | $9,541-86.9% |