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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 | $141,280 | $138,102+2.3% | $125,381+12.7% | $134,532+5.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -16.22% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,442 | $5,245-34.4% | $4,815-28.5% | $4,741-27.4% |
| Participant deferral / active EE | $3,366 | $7,801-56.8% | $7,448-54.8% | $6,401-47.4% |
| Admin fee / account holder | $1,803 | $11,568-84.4% | $10,007-82.0% | $11,429-84.2% |