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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 | $170,758 | $138,114+23.6% | $125,391+36.2% | $134,545+26.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.18% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,318 | $5,246-36.7% | $4,816-31.1% | $4,742-30.0% |
| Participant deferral / active EE | $11,829 | $7,801+51.6% | $7,448+58.8% | $6,401+84.8% |
| Admin fee / account holder | $6,347 | $11,570-45.1% | $10,009-36.6% | $11,431-44.5% |