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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 | $166,559 | $138,072+20.6% | $123,549+34.8% | $135,382+23.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.40% | 153.69%-160.1pp | 119.20%-125.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $19,626 | $5,152+281.0% | $4,628+324.1% | $4,779+310.7% |
| Participant deferral / active EE | $9,726 | $6,799+43.0% | $6,426+51.4% | $5,609+73.4% |
| Admin fee / account holder | $1,658 | $10,917-84.8% | $9,284-82.1% | $10,829-84.7% |