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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 | $151,730 | $138,102+9.9% | $125,381+21.0% | $134,532+12.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.10% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,331 | $5,245-36.5% | $4,815-30.8% | $4,741-29.7% |
| Participant deferral / active EE | $5,155 | $7,801-33.9% | $7,448-30.8% | $6,401-19.5% |
| Admin fee / account holder | $34,506 | $11,568+198.3% | $10,007+244.8% | $11,429+201.9% |