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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 | $154,940 | $138,075+12.2% | $123,552+25.4% | $135,379+14.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -4.78% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $2,293 | $5,152-55.5% | $4,628-50.5% | $4,779-52.0% |
| Participant deferral / active EE | $8,970 | $6,800+31.9% | $6,426+39.6% | $5,609+59.9% |
| Admin fee / account holder | $27,927 | $10,917+155.8% | $9,285+200.8% | $10,828+157.9% |