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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 | $188,901 | $138,076+36.8% | $123,553+52.9% | $135,380+39.5% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -6.32% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $3,077 | $5,152-40.3% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $7,199 | $6,800+5.9% | $6,426+12.0% | $5,609+28.3% |
| Admin fee / account holder | $28,772 | $10,917+163.6% | $9,284+209.9% | $10,828+165.7% |