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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 | $141,375 | $138,076+2.4% | $123,553+14.4% | $135,380+4.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -2.29% | 153.70%-156.0pp | 119.21%-121.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $7,867 | $5,152+52.7% | $4,628+70.0% | $4,779+64.6% |
| Participant deferral / active EE | $13,695 | $6,800+101.4% | $6,426+113.1% | $5,609+144.2% |
| Admin fee / account holder | $5,947 | $10,917-45.5% | $9,284-35.9% | $10,828-45.1% |