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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 | $168,786 | $135,645+24.4% | $110,243+53.1% | $135,380+24.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.34% | 513.24%-521.6pp | 314.76%-323.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $6,341 | $4,907+29.2% | $3,827+65.7% | $4,779+32.7% |
| Participant deferral / active EE | $11,902 | $5,507+116.1% | $4,672+154.8% | $5,609+112.2% |
| Admin fee / account holder | $10,190 | $11,458-11.1% | $8,548+19.2% | $10,828-5.9% |