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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 | $170,233 | $138,076+23.3% | $123,553+37.8% | $135,380+25.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -4.32% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $6,572 | $5,152+27.6% | $4,628+42.0% | $4,779+37.5% |
| Participant deferral / active EE | $9,577 | $6,800+40.8% | $6,426+49.0% | $5,609+70.7% |
| Admin fee / account holder | $72,503 | $10,917+564.1% | $9,284+680.9% | $10,828+569.6% |