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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 | $156,703 | $138,075+13.5% | $123,552+26.8% | $135,379+15.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.49% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,500 | $5,152-70.9% | $4,628-67.6% | $4,779-68.6% |
| Participant deferral / active EE | $4,428 | $6,800-34.9% | $6,426-31.1% | $5,609-21.1% |
| Admin fee / account holder | $1,248 | $10,917-88.6% | $9,285-86.6% | $10,828-88.5% |