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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 | $157,745 | $138,102+14.2% | $125,381+25.8% | $134,532+17.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.11% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,084 | $5,245-41.2% | $4,815-36.0% | $4,741-35.0% |
| Participant deferral / active EE | $10,091 | $7,801+29.4% | $7,448+35.5% | $6,401+57.6% |
| Admin fee / account holder | $819 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |