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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 | $199,429 | $138,102+44.4% | $125,381+59.1% | $134,532+48.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.65% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-435.9pp |
| Employer contribution / active EE | $4,969 | $5,245-5.3% | $4,815+3.2% | $4,741+4.8% |
| Participant deferral / active EE | $5,100 | $7,801-34.6% | $7,448-31.5% | $6,401-20.3% |
| Admin fee / account holder | $17,920 | $11,568+54.9% | $10,007+79.1% | $11,429+56.8% |