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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 | $153,189 | $138,076+10.9% | $123,553+24.0% | $135,380+13.2% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,580 | $5,152-69.3% | $4,628-65.9% | $4,779-66.9% |
| Participant deferral / active EE | $7,380 | $6,800+8.5% | $6,426+14.8% | $5,609+31.6% |
| Admin fee / account holder | $1,611 | $10,917-85.2% | $9,284-82.7% | $10,828-85.1% |