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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 | $195,744 | $138,076+41.8% | $123,553+58.4% | $135,380+44.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.41% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,790 | $5,152+51.2% | $4,628+68.3% | $4,779+63.0% |
| Participant deferral / active EE | $8,009 | $6,800+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $35,356 | $10,917+223.9% | $9,284+280.8% | $10,828+226.5% |