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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 | $139,656 | $135,645+3.0% | $110,243+26.7% | $135,379+3.2% |
| Participation rate | 94.4% | 83.5%+11.0pp | 79.8%+14.6pp | 82.6%+11.8pp |
| Annual return | -8.67% | 513.24%-521.9pp | 314.76%-323.4pp | 519.79%-528.5pp |
| Employer contribution / active EE | $17,273 | $4,907+252.0% | $3,827+351.4% | $4,779+261.4% |
| Participant deferral / active EE | $8,525 | $5,507+54.8% | $4,672+82.5% | $5,609+52.0% |
| Admin fee / account holder | $8,714 | $11,458-23.9% | $8,548+1.9% | $10,828-19.5% |