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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 | $147,251 | $92,766+58.7% | $82,763+77.9% | $134,545+9.4% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -8.86% | 946.97%-955.8pp | 702.45%-711.3pp | 418.37%-427.2pp |
| Employer contribution / active EE | $625 | $3,273-80.9% | $3,008-79.2% | $4,742-86.8% |
| Participant deferral / active EE | $5,147 | $4,802+7.2% | $4,395+17.1% | $6,401-19.6% |
| Admin fee / account holder | $5,070 | $5,978-15.2% | $5,325-4.8% | $11,431-55.6% |