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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 | $205,254 | $180,459+13.7% | $154,108+33.2% | $135,380+51.6% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -6.48% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,864 | $6,035-52.5% | $5,298-45.9% | $4,779-40.1% |
| Participant deferral / active EE | $6,255 | $5,806+7.7% | $5,081+23.1% | $5,609+11.5% |
| Admin fee / account holder | $6,106 | $16,145-62.2% | $13,411-54.5% | $10,828-43.6% |