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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 | $193,493 | $138,114+40.1% | $125,391+54.3% | $134,545+43.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -17.84% | 750.88%-768.7pp | 572.41%-590.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $3,253 | $5,246-38.0% | $4,816-32.4% | $4,742-31.4% |
| Participant deferral / active EE | $7,937 | $7,801+1.7% | $7,448+6.6% | $6,401+24.0% |
| Admin fee / account holder | $8,496 | $11,570-26.6% | $10,009-15.1% | $11,431-25.7% |