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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 | $199,553 | $138,076+44.5% | $123,553+61.5% | $135,380+47.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $4,647 | $5,152-9.8% | $4,628+0.4% | $4,779-2.8% |
| Participant deferral / active EE | $10,654 | $6,800+56.7% | $6,426+65.8% | $5,609+89.9% |
| Admin fee / account holder | $9,893 | $10,917-9.4% | $9,284+6.6% | $10,828-8.6% |