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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 | $185,181 | $138,075+34.1% | $123,552+49.9% | $135,379+36.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.53% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $8,944 | $5,152+73.6% | $4,628+93.3% | $4,779+87.2% |
| Participant deferral / active EE | $7,968 | $6,800+17.2% | $6,426+24.0% | $5,609+42.1% |
| Admin fee / account holder | $3,372 | $10,917-69.1% | $9,285-63.7% | $10,828-68.9% |