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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 | $172,779 | $138,114+25.1% | $125,391+37.8% | $134,545+28.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,292 | $5,246-18.2% | $4,816-10.9% | $4,742-9.5% |
| Participant deferral / active EE | $8,163 | $7,801+4.6% | $7,448+9.6% | $6,401+27.5% |
| Admin fee / account holder | $9,572 | $11,570-17.3% | $10,009-4.4% | $11,431-16.3% |