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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 | $140,184 | $138,102+1.5% | $125,381+11.8% | $134,532+4.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.34% | 750.73%-763.1pp | 572.31%-584.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,194 | $5,245-58.2% | $4,815-54.4% | $4,741-53.7% |
| Participant deferral / active EE | $4,873 | $7,801-37.5% | $7,448-34.6% | $6,401-23.9% |
| Admin fee / account holder | $5,075 | $11,568-56.1% | $10,007-49.3% | $11,429-55.6% |