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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 | $184,484 | $138,102+33.6% | $125,381+47.1% | $134,532+37.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,721 | $5,245-29.1% | $4,815-22.7% | $4,741-21.5% |
| Participant deferral / active EE | $6,935 | $7,801-11.1% | $7,448-6.9% | $6,401+8.3% |
| Admin fee / account holder | $1,634 | $11,568-85.9% | $10,007-83.7% | $11,429-85.7% |