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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 | $149,197 | $138,114+8.0% | $125,391+19.0% | $134,545+10.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -4.62% | 750.88%-755.5pp | 572.41%-577.0pp | 418.37%-423.0pp |
| Employer contribution / active EE | $1,802 | $5,246-65.6% | $4,816-62.6% | $4,742-62.0% |
| Participant deferral / active EE | $8,098 | $7,801+3.8% | $7,448+8.7% | $6,401+26.5% |
| Admin fee / account holder | $97,239 | $11,570+740.4% | $10,009+871.6% | $11,431+750.7% |