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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 | $162,242 | $138,076+17.5% | $123,553+31.3% | $135,380+19.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.12% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,362 | $5,152-15.3% | $4,628-5.7% | $4,779-8.7% |
| Participant deferral / active EE | $7,510 | $6,800+10.5% | $6,426+16.9% | $5,609+33.9% |
| Admin fee / account holder | $16,749 | $10,917+53.4% | $9,284+80.4% | $10,828+54.7% |