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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 | $161,503 | $190,879-15.4% | $160,009+0.9% | $134,532+20.0% |
| Participation rate | 95.2% | 82.0%+13.3pp | 78.0%+17.3pp | 81.2%+14.0pp |
| Annual return | -16.55% | 552.63%-569.2pp | 408.85%-425.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $2,521 | $4,995-49.5% | $4,225-40.3% | $4,741-46.8% |
| Participant deferral / active EE | $7,984 | $6,924+15.3% | $6,183+29.1% | $6,401+24.7% |
| Admin fee / account holder | $24,992 | $10,495+138.1% | $8,715+186.8% | $11,429+118.7% |