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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 | $181,423 | $168,635+7.6% | $147,617+22.9% | $125,389+44.7% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.12% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $14,042 | $6,252+124.6% | $5,564+152.4% | $4,866+188.6% |
| Participant deferral / active EE | $16,971 | $5,507+208.2% | $4,895+246.7% | $5,352+217.1% |
| Admin fee / account holder | $129,962 | $13,580+857.0% | $11,612+1019.2% | $9,541+1262.2% |