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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 | $242,525 | $138,076+75.6% | $123,553+96.3% | $135,380+79.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.14% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,807 | $5,152-26.1% | $4,628-17.7% | $4,779-20.3% |
| Participant deferral / active EE | $11,047 | $6,800+62.5% | $6,426+71.9% | $5,609+96.9% |
| Admin fee / account holder | $15,241 | $10,917+39.6% | $9,284+64.2% | $10,828+40.8% |