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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 | $191,434 | $138,102+38.6% | $125,381+52.7% | $134,532+42.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.63% | 750.73%-770.4pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $4,135 | $5,245-21.2% | $4,815-14.1% | $4,741-12.8% |
| Participant deferral / active EE | $10,165 | $7,801+30.3% | $7,448+36.5% | $6,401+58.8% |
| Admin fee / account holder | $1,575 | $11,568-86.4% | $10,007-84.3% | $11,429-86.2% |