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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 | $204,207 | $138,072+47.9% | $123,549+65.3% | $135,382+50.8% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -5.00% | 153.69%-158.7pp | 119.20%-124.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $3,785 | $5,152-26.5% | $4,628-18.2% | $4,779-20.8% |
| Participant deferral / active EE | $5,826 | $6,799-14.3% | $6,426-9.3% | $5,609+3.9% |
| Admin fee / account holder | $2,622 | $10,917-76.0% | $9,284-71.8% | $10,829-75.8% |