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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 | $140,313 | $138,102+1.6% | $125,381+11.9% | $134,532+4.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.49% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,914 | $5,245-44.5% | $4,815-39.5% | $4,741-38.5% |
| Participant deferral / active EE | $7,382 | $7,801-5.4% | $7,448-0.9% | $6,401+15.3% |
| Admin fee / account holder | $16,792 | $11,568+45.2% | $10,007+67.8% | $11,429+46.9% |