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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 | $158,593 | $138,102+14.8% | $125,381+26.5% | $134,532+17.9% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -15.05% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.3pp |
| Employer contribution / active EE | $1,677 | $5,245-68.0% | $4,815-65.2% | $4,741-64.6% |
| Participant deferral / active EE | $2,932 | $7,801-62.4% | $7,448-60.6% | $6,401-54.2% |
| Admin fee / account holder | $15,616 | $11,568+35.0% | $10,007+56.0% | $11,429+36.6% |