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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 | $206,535 | $138,114+49.5% | $125,391+64.7% | $134,545+53.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.74% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $1,984 | $5,246-62.2% | $4,816-58.8% | $4,742-58.2% |
| Participant deferral / active EE | $4,274 | $7,801-45.2% | $7,448-42.6% | $6,401-33.2% |
| Admin fee / account holder | $2,835 | $11,570-75.5% | $10,009-71.7% | $11,431-75.2% |