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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 | $146,500 | $138,102+6.1% | $125,381+16.8% | $134,532+8.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.64% | 750.73%-766.4pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $2,912 | $5,245-44.5% | $4,815-39.5% | $4,741-38.6% |
| Participant deferral / active EE | $3,588 | $7,801-54.0% | $7,448-51.8% | $6,401-43.9% |
| Admin fee / account holder | $9,276 | $11,568-19.8% | $10,007-7.3% | $11,429-18.8% |