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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 | $218,080 | $135,645+60.8% | $110,243+97.8% | $135,380+61.1% |
| Participation rate | 95.5% | 83.5%+12.0pp | 79.8%+15.6pp | 82.6%+12.8pp |
| Annual return | -4.21% | 513.24%-517.5pp | 314.76%-319.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,785 | $4,907-43.2% | $3,827-27.2% | $4,779-41.7% |
| Participant deferral / active EE | $12,209 | $5,507+121.7% | $4,672+161.3% | $5,609+117.7% |
| Admin fee / account holder | $8,646 | $11,458-24.5% | $8,548+1.1% | $10,828-20.2% |