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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 | $170,194 | $138,075+23.3% | $123,552+37.8% | $135,379+25.7% |
| Participation rate | 78.9% | 84.7%-5.8pp | 82.3%-3.3pp | 82.6%-3.7pp |
| Annual return | -6.59% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $3,553 | $5,152-31.0% | $4,628-23.2% | $4,779-25.7% |
| Participant deferral / active EE | $9,077 | $6,800+33.5% | $6,426+41.3% | $5,609+61.8% |
| Admin fee / account holder | $8,203 | $10,917-24.9% | $9,285-11.6% | $10,828-24.2% |