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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 | $151,437 | $138,076+9.7% | $123,553+22.6% | $135,380+11.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -0.93% | 153.70%-154.6pp | 119.21%-120.1pp | 519.81%-520.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,382 | $6,800-6.1% | $6,426-0.7% | $5,609+13.8% |
| Admin fee / account holder | $60,693 | $10,917+456.0% | $9,284+553.7% | $10,828+460.5% |