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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 | $157,875 | $138,102+14.3% | $125,381+25.9% | $134,532+17.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.16% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $2,966 | $5,245-43.5% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $10,113 | $7,801+29.6% | $7,448+35.8% | $6,401+58.0% |
| Admin fee / account holder | $1,339 | $11,568-88.4% | $10,007-86.6% | $11,429-88.3% |