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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 | $146,050 | $138,076+5.8% | $123,553+18.2% | $135,380+7.9% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -7.14% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,311 | $5,152-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $8,588 | $6,800+26.3% | $6,426+33.6% | $5,609+53.1% |
| Admin fee / account holder | $1,494 | $10,917-86.3% | $9,284-83.9% | $10,828-86.2% |