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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 | $203,496 | $190,916+6.6% | $160,037+27.2% | $134,545+51.2% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -15.30% | 552.79%-568.1pp | 408.95%-424.3pp | 418.37%-433.7pp |
| Employer contribution / active EE | $3,526 | $4,996-29.4% | $4,226-16.6% | $4,742-25.6% |
| Participant deferral / active EE | $9,710 | $6,925+40.2% | $6,184+57.0% | $6,401+51.7% |
| Admin fee / account holder | $3,054 | $10,497-70.9% | $8,716-65.0% | $11,431-73.3% |