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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 | $155,032 | $138,114+12.2% | $125,391+23.6% | $134,545+15.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.28% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $3,337 | $5,246-36.4% | $4,816-30.7% | $4,742-29.6% |
| Participant deferral / active EE | $11,562 | $7,801+48.2% | $7,448+55.2% | $6,401+80.6% |
| Admin fee / account holder | $8,024 | $11,570-30.7% | $10,009-19.8% | $11,431-29.8% |