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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 | $237,182 | $138,114+71.7% | $125,391+89.2% | $134,545+76.3% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.5pp | 81.2%-4.3pp |
| Annual return | -17.15% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,431 | $5,246-34.6% | $4,816-28.7% | $4,742-27.6% |
| Participant deferral / active EE | $9,460 | $7,801+21.3% | $7,448+27.0% | $6,401+47.8% |
| Admin fee / account holder | $6,489 | $11,570-43.9% | $10,009-35.2% | $11,431-43.2% |