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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 | $140,749 | $138,076+1.9% | $123,553+13.9% | $135,380+4.0% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.14% | 153.70%-158.8pp | 119.21%-124.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $13,042 | $5,152+153.2% | $4,628+181.8% | $4,779+172.9% |
| Participant deferral / active EE | $9,850 | $6,800+44.9% | $6,426+53.3% | $5,609+75.6% |
| Admin fee / account holder | $61,060 | $10,917+459.3% | $9,284+557.7% | $10,828+463.9% |