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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 | $160,696 | $138,114+16.4% | $125,391+28.2% | $134,545+19.4% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -18.45% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,469 | $5,246-14.8% | $4,816-7.2% | $4,742-5.8% |
| Participant deferral / active EE | $9,540 | $7,801+22.3% | $7,448+28.1% | $6,401+49.0% |
| Admin fee / account holder | $1,065 | $11,570-90.8% | $10,009-89.4% | $11,431-90.7% |