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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 | $139,134 | $138,075+0.8% | $123,552+12.6% | $135,379+2.8% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.88% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $5,779 | $5,152+12.2% | $4,628+24.9% | $4,779+20.9% |
| Participant deferral / active EE | $9,897 | $6,800+45.6% | $6,426+54.0% | $5,609+76.4% |
| Admin fee / account holder | $7,705 | $10,917-29.4% | $9,285-17.0% | $10,828-28.8% |