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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 | $140,092 | $138,102+1.4% | $125,381+11.7% | $134,532+4.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -20.42% | 750.73%-771.1pp | 572.31%-592.7pp | 418.27%-438.7pp |
| Employer contribution / active EE | $5,983 | $5,245+14.1% | $4,815+24.2% | $4,741+26.2% |
| Participant deferral / active EE | $14,656 | $7,801+87.9% | $7,448+96.8% | $6,401+129.0% |
| Admin fee / account holder | $3,831 | $11,568-66.9% | $10,007-61.7% | $11,429-66.5% |