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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 | $149,315 | $138,075+8.1% | $123,552+20.9% | $135,379+10.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.64% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $2,195 | $5,152-57.4% | $4,628-52.6% | $4,779-54.1% |
| Participant deferral / active EE | $6,114 | $6,800-10.1% | $6,426-4.9% | $5,609+9.0% |
| Admin fee / account holder | $15,932 | $10,917+45.9% | $9,285+71.6% | $10,828+47.1% |