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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 | $179,070 | $138,114+29.7% | $125,391+42.8% | $134,545+33.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -12.75% | 750.88%-763.6pp | 572.41%-585.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $2,516 | $5,246-52.0% | $4,816-47.8% | $4,742-46.9% |
| Participant deferral / active EE | $10,525 | $7,801+34.9% | $7,448+41.3% | $6,401+64.4% |
| Admin fee / account holder | $24,700 | $11,570+113.5% | $10,009+146.8% | $11,431+116.1% |