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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 | $240,077 | $135,645+77.0% | $110,243+117.8% | $135,380+77.3% |
| Participation rate | 92.3% | 83.5%+8.8pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | -4.21% | 513.24%-517.4pp | 314.76%-319.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $2,985 | $4,907-39.2% | $3,827-22.0% | $4,779-37.5% |
| Participant deferral / active EE | $5,991 | $5,507+8.8% | $4,672+28.2% | $5,609+6.8% |
| Admin fee / account holder | $8,565 | $11,458-25.2% | $8,548+0.2% | $10,828-20.9% |