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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 | $213,627 | $135,645+57.5% | $110,243+93.8% | $135,380+57.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.24% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $3,583 | $4,907-27.0% | $3,827-6.4% | $4,779-25.0% |
| Participant deferral / active EE | $11,078 | $5,507+101.2% | $4,672+137.1% | $5,609+97.5% |
| Admin fee / account holder | $7,015 | $11,458-38.8% | $8,548-17.9% | $10,828-35.2% |