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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 | $158,905 | $138,075+15.1% | $123,552+28.6% | $135,379+17.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.75% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,383 | $5,152-73.1% | $4,628-70.1% | $4,779-71.1% |
| Participant deferral / active EE | $6,784 | $6,800-0.2% | $6,426+5.6% | $5,609+20.9% |
| Admin fee / account holder | $59,138 | $10,917+441.7% | $9,285+537.0% | $10,828+446.2% |