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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 | $162,963 | $138,075+18.0% | $123,552+31.9% | $135,379+20.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.86% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $7,250 | $5,152+40.7% | $4,628+56.7% | $4,779+51.7% |
| Participant deferral / active EE | $5,247 | $6,800-22.8% | $6,426-18.4% | $5,609-6.5% |
| Admin fee / account holder | $1,019 | $10,917-90.7% | $9,285-89.0% | $10,828-90.6% |