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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 | $154,010 | $138,076+11.5% | $123,553+24.7% | $135,380+13.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.01% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $3,597 | $5,152-30.2% | $4,628-22.3% | $4,779-24.7% |
| Participant deferral / active EE | $9,004 | $6,800+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $26,995 | $10,917+147.3% | $9,284+190.8% | $10,828+149.3% |