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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 | $137,920 | $135,639+1.7% | $110,241+25.1% | $135,382+1.9% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -7.19% | 513.21%-520.4pp | 314.75%-321.9pp | 519.77%-527.0pp |
| Employer contribution / active EE | $4,212 | $4,907-14.1% | $3,827+10.1% | $4,779-11.9% |
| Participant deferral / active EE | $9,018 | $5,507+63.8% | $4,672+93.0% | $5,609+60.8% |
| Admin fee / account holder | $30,129 | $11,457+163.0% | $8,548+252.5% | $10,829+178.2% |