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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 | $243,418 | $138,076+76.3% | $123,553+97.0% | $135,380+79.8% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,859 | $5,152-44.5% | $4,628-38.2% | $4,779-40.2% |
| Participant deferral / active EE | $7,699 | $6,800+13.2% | $6,426+19.8% | $5,609+37.3% |
| Admin fee / account holder | $1,901 | $10,917-82.6% | $9,284-79.5% | $10,828-82.4% |