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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 | $138,114+11.9% | $125,391+23.3% | $134,545+14.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.51% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $2,064 | $5,246-60.7% | $4,816-57.2% | $4,742-56.5% |
| Participant deferral / active EE | $5,917 | $7,801-24.2% | $7,448-20.6% | $6,401-7.6% |
| Admin fee / account holder | $19,847 | $11,570+71.5% | $10,009+98.3% | $11,431+73.6% |