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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 | $165,533 | $197,819-16.3% | $155,789+6.3% | $125,389+32.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 76.1%+16.8pp | 83.2%+9.7pp |
| Annual return | -0.16% | 86.73%-86.9pp | 71.54%-71.7pp | 282.24%-282.4pp |
| Employer contribution / active EE | $2,546 | $4,850-47.5% | $3,839-33.7% | $4,866-47.7% |
| Participant deferral / active EE | $8,546 | $5,631+51.7% | $4,798+78.1% | $5,352+59.7% |
| Admin fee / account holder | $11,742 | $9,544+23.0% | $7,477+57.0% | $9,541+23.1% |