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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 | $180,833 | $180,459+0.2% | $154,108+17.3% | $135,380+33.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.98% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $2,462 | $6,035-59.2% | $5,298-53.5% | $4,779-48.5% |
| Participant deferral / active EE | $7,914 | $5,806+36.3% | $5,081+55.8% | $5,609+41.1% |
| Admin fee / account holder | $64,737 | $16,145+301.0% | $13,411+382.7% | $10,828+497.9% |