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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 | $218,249 | $138,114+58.0% | $125,391+74.1% | $134,545+62.2% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.07% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $3,650 | $5,246-30.4% | $4,816-24.2% | $4,742-23.0% |
| Participant deferral / active EE | $13,958 | $7,801+78.9% | $7,448+87.4% | $6,401+118.0% |
| Admin fee / account holder | $15,796 | $11,570+36.5% | $10,009+57.8% | $11,431+38.2% |