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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 | $216,791 | $180,455+20.1% | $154,111+40.7% | $135,377+60.1% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -2.88% | 888.14%-891.0pp | 735.15%-738.0pp | 519.75%-522.6pp |
| Employer contribution / active EE | $2,999 | $6,035-50.3% | $5,298-43.4% | $4,779-37.2% |
| Participant deferral / active EE | $6,642 | $5,806+14.4% | $5,081+30.7% | $5,609+18.4% |
| Admin fee / account holder | $4,501 | $16,144-72.1% | $13,411-66.4% | $10,828-58.4% |