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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 | $162,762 | $138,075+17.9% | $123,552+31.7% | $135,379+20.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $11,438 | $5,152+122.0% | $4,628+147.1% | $4,779+139.3% |
| Participant deferral / active EE | $4,462 | $6,800-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $573 | $10,917-94.7% | $9,285-93.8% | $10,828-94.7% |