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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 | $175,793 | $138,114+27.3% | $125,391+40.2% | $134,545+30.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.56% | 750.88%-765.4pp | 572.41%-587.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,744 | $5,246-66.8% | $4,816-63.8% | $4,742-63.2% |
| Participant deferral / active EE | $5,415 | $7,801-30.6% | $7,448-27.3% | $6,401-15.4% |
| Admin fee / account holder | $7,294 | $11,570-37.0% | $10,009-27.1% | $11,431-36.2% |