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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 | $149,739 | $138,076+8.4% | $123,553+21.2% | $135,380+10.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.39% | 153.70%-162.1pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $6,397 | $5,152+24.2% | $4,628+38.2% | $4,779+33.9% |
| Participant deferral / active EE | $8,734 | $6,800+28.4% | $6,426+35.9% | $5,609+55.7% |
| Admin fee / account holder | $34,275 | $10,917+214.0% | $9,284+269.2% | $10,828+216.5% |