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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 | $204,066 | $190,916+6.9% | $160,037+27.5% | $134,545+51.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -17.56% | 552.79%-570.4pp | 408.95%-426.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $14,403 | $4,996+188.3% | $4,226+240.9% | $4,742+203.8% |
| Participant deferral / active EE | $10,855 | $6,925+56.8% | $6,184+75.5% | $6,401+69.6% |
| Admin fee / account holder | $2,093 | $10,497-80.1% | $8,716-76.0% | $11,431-81.7% |