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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 | $172,163 | $138,075+24.7% | $123,552+39.3% | $135,379+27.2% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -4.64% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $5,919 | $5,152+14.9% | $4,628+27.9% | $4,779+23.8% |
| Participant deferral / active EE | $7,793 | $6,800+14.6% | $6,426+21.3% | $5,609+38.9% |
| Admin fee / account holder | $73,167 | $10,917+570.2% | $9,285+688.1% | $10,828+575.7% |