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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 | $148,064 | $138,075+7.2% | $123,552+19.8% | $135,379+9.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.08% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $3,412 | $5,152-33.8% | $4,628-26.3% | $4,779-28.6% |
| Participant deferral / active EE | $6,286 | $6,800-7.6% | $6,426-2.2% | $5,609+12.1% |
| Admin fee / account holder | $5,707 | $10,917-47.7% | $9,285-38.5% | $10,828-47.3% |