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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 | $177,146 | $138,076+28.3% | $123,553+43.4% | $135,380+30.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.17% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $5,697 | $5,152+10.6% | $4,628+23.1% | $4,779+19.2% |
| Participant deferral / active EE | $14,147 | $6,800+108.1% | $6,426+120.2% | $5,609+152.2% |
| Admin fee / account holder | $13,369 | $10,917+22.5% | $9,284+44.0% | $10,828+23.5% |