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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 | $191,127 | $138,076+38.4% | $123,553+54.7% | $135,380+41.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.18% | 153.70%-155.9pp | 119.21%-121.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $2,253 | $5,152-56.3% | $4,628-51.3% | $4,779-52.9% |
| Participant deferral / active EE | $5,442 | $6,800-20.0% | $6,426-15.3% | $5,609-3.0% |
| Admin fee / account holder | $31,447 | $10,917+188.1% | $9,284+238.7% | $10,828+190.4% |