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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 | $160,496 | $138,076+16.2% | $123,553+29.9% | $135,380+18.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -5.43% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $2,802 | $5,152-45.6% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $3,478 | $6,800-48.9% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $1,304 | $10,917-88.1% | $9,284-86.0% | $10,828-88.0% |