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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 | $156,342 | $138,076+13.2% | $123,553+26.5% | $135,380+15.5% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | -5.19% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,666 | $5,152-67.7% | $4,628-64.0% | $4,779-65.1% |
| Participant deferral / active EE | $5,868 | $6,800-13.7% | $6,426-8.7% | $5,609+4.6% |
| Admin fee / account holder | $382 | $10,917-96.5% | $9,284-95.9% | $10,828-96.5% |