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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 | $200,874 | $180,466+11.3% | $154,114+30.3% | $135,382+48.4% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.31% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $3,131 | $6,035-48.1% | $5,298-40.9% | $4,779-34.5% |
| Participant deferral / active EE | $9,339 | $5,806+60.8% | $5,081+83.8% | $5,609+66.5% |
| Admin fee / account holder | $33,489 | $16,144+107.4% | $13,411+149.7% | $10,829+209.3% |