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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 | $218,543 | $138,102+58.2% | $125,381+74.3% | $134,532+62.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -15.23% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $5,043 | $5,245-3.9% | $4,815+4.7% | $4,741+6.4% |
| Participant deferral / active EE | $4,812 | $7,801-38.3% | $7,448-35.4% | $6,401-24.8% |
| Admin fee / account holder | $63,976 | $11,568+453.0% | $10,007+539.3% | $11,429+459.8% |