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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 | $145,083 | $138,076+5.1% | $123,553+17.4% | $135,380+7.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $15,936 | $5,152+209.3% | $4,628+244.3% | $4,779+233.5% |
| Participant deferral / active EE | $15,936 | $6,800+134.4% | $6,426+148.0% | $5,609+184.1% |
| Admin fee / account holder | $26,505 | $10,917+142.8% | $9,284+185.5% | $10,828+144.8% |