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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 | $201,054 | $138,114+45.6% | $125,391+60.3% | $134,545+49.4% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -15.49% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $7,698 | $5,246+46.7% | $4,816+59.9% | $4,742+62.4% |
| Participant deferral / active EE | $6,597 | $7,801-15.4% | $7,448-11.4% | $6,401+3.1% |
| Admin fee / account holder | $1,234 | $11,570-89.3% | $10,009-87.7% | $11,431-89.2% |