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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 | $154,614 | $138,068+12.0% | $125,358+23.3% | $134,493+15.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.51% | 750.30%-767.8pp | 572.03%-589.5pp | 418.01%-435.5pp |
| Employer contribution / active EE | $2,064 | $5,244-60.6% | $4,814-57.1% | $4,740-56.5% |
| Participant deferral / active EE | $5,917 | $7,799-24.1% | $7,447-20.5% | $6,400-7.5% |
| Admin fee / account holder | $19,847 | $11,568+71.6% | $10,007+98.3% | $11,425+73.7% |