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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 | $171,396 | $138,114+24.1% | $125,391+36.7% | $134,545+27.4% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -18.45% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,111 | $5,246-78.8% | $4,816-76.9% | $4,742-76.6% |
| Participant deferral / active EE | $9,164 | $7,801+17.5% | $7,448+23.0% | $6,401+43.2% |
| Admin fee / account holder | $6,280 | $11,570-45.7% | $10,009-37.3% | $11,431-45.1% |