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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 | $201,160 | $138,076+45.7% | $123,553+62.8% | $135,380+48.6% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -3.50% | 153.70%-157.2pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $3,003 | $5,152-41.7% | $4,628-35.1% | $4,779-37.2% |
| Participant deferral / active EE | $7,809 | $6,800+14.8% | $6,426+21.5% | $5,609+39.2% |
| Admin fee / account holder | $14,452 | $10,917+32.4% | $9,284+55.7% | $10,828+33.5% |