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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 | $149,532 | $160,059-6.6% | $140,019+6.8% | $135,379+10.5% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -7.48% | 911.44%-918.9pp | 651.15%-658.6pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,797 | $6,420-40.9% | $5,605-32.3% | $4,779-20.5% |
| Participant deferral / active EE | $14,579 | $7,641+90.8% | $6,927+110.5% | $5,609+159.9% |
| Admin fee / account holder | $26,516 | $13,328+98.9% | $10,705+147.7% | $10,828+144.9% |