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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 | $167,781 | $138,076+21.5% | $123,553+35.8% | $135,380+23.9% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -7.35% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,187 | $5,152-38.1% | $4,628-31.1% | $4,779-33.3% |
| Participant deferral / active EE | $6,361 | $6,800-6.5% | $6,426-1.0% | $5,609+13.4% |
| Admin fee / account holder | $4,396 | $10,917-59.7% | $9,284-52.7% | $10,828-59.4% |