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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 | $165,953 | $138,075+20.2% | $123,552+34.3% | $135,379+22.6% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $2,513 | $5,152-51.2% | $4,628-45.7% | $4,779-47.4% |
| Participant deferral / active EE | $6,759 | $6,800-0.6% | $6,426+5.2% | $5,609+20.5% |
| Admin fee / account holder | $1,195 | $10,917-89.1% | $9,285-87.1% | $10,828-89.0% |