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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 | $225,512 | $180,459+25.0% | $154,108+46.3% | $135,380+66.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.05% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,819 | $6,035-36.7% | $5,298-27.9% | $4,779-20.1% |
| Participant deferral / active EE | $8,144 | $5,806+40.3% | $5,081+60.3% | $5,609+45.2% |
| Admin fee / account holder | $11,558 | $16,145-28.4% | $13,411-13.8% | $10,828+6.7% |