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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 | $163,733 | $138,076+18.6% | $123,553+32.5% | $135,380+20.9% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.28% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $5,530 | $5,152+7.3% | $4,628+19.5% | $4,779+15.7% |
| Participant deferral / active EE | $3,821 | $6,800-43.8% | $6,426-40.5% | $5,609-31.9% |
| Admin fee / account holder | $2,255 | $10,917-79.3% | $9,284-75.7% | $10,828-79.2% |