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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 | $201,332 | $138,076+45.8% | $123,553+63.0% | $135,380+48.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -8.35% | 153.70%-162.0pp | 119.21%-127.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,549 | $5,152-11.7% | $4,628-1.7% | $4,779-4.8% |
| Participant deferral / active EE | $7,398 | $6,800+8.8% | $6,426+15.1% | $5,609+31.9% |
| Admin fee / account holder | $738 | $10,917-93.2% | $9,284-92.1% | $10,828-93.2% |