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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 | $170,404 | $138,075+23.4% | $123,552+37.9% | $135,379+25.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.43% | 153.70%-154.1pp | 119.20%-119.6pp | 519.79%-520.2pp |
| Employer contribution / active EE | $1,239 | $5,152-75.9% | $4,628-73.2% | $4,779-74.1% |
| Participant deferral / active EE | $10,627 | $6,800+56.3% | $6,426+65.4% | $5,609+89.5% |
| Admin fee / account holder | $19,566 | $10,917+79.2% | $9,285+110.7% | $10,828+80.7% |