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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 | $140,711 | $138,075+1.9% | $123,552+13.9% | $135,379+3.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -6.73% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,283 | $5,152-36.3% | $4,628-29.1% | $4,779-31.3% |
| Participant deferral / active EE | $7,799 | $6,800+14.7% | $6,426+21.4% | $5,609+39.0% |
| Admin fee / account holder | $3,319 | $10,917-69.6% | $9,285-64.3% | $10,828-69.3% |