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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 | $162,601 | $138,076+17.8% | $123,553+31.6% | $135,380+20.1% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -4.93% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,364 | $6,800+37.7% | $6,426+45.7% | $5,609+66.9% |
| Admin fee / account holder | $3,316 | $10,917-69.6% | $9,284-64.3% | $10,828-69.4% |