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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 | $171,899 | $138,102+24.5% | $125,381+37.1% | $134,532+27.8% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -17.02% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,811 | $5,245-27.3% | $4,815-20.9% | $4,741-19.6% |
| Participant deferral / active EE | $9,365 | $7,801+20.1% | $7,448+25.7% | $6,401+46.3% |
| Admin fee / account holder | $3,801 | $11,568-67.1% | $10,007-62.0% | $11,429-66.7% |