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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 | $158,385 | $138,076+14.7% | $123,553+28.2% | $135,380+17.0% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -7.68% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,977 | $5,152-22.8% | $4,628-14.1% | $4,779-16.8% |
| Participant deferral / active EE | $5,892 | $6,800-13.3% | $6,426-8.3% | $5,609+5.0% |
| Admin fee / account holder | $7,666 | $10,917-29.8% | $9,284-17.4% | $10,828-29.2% |