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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 | $237,452 | $138,102+71.9% | $125,381+89.4% | $134,532+76.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.75% | 750.73%-764.5pp | 572.31%-586.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $9,091 | $5,245+73.3% | $4,815+88.8% | $4,741+91.7% |
| Participant deferral / active EE | $7,426 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $4,728 | $11,568-59.1% | $10,007-52.7% | $11,429-58.6% |