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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 | $120,513 | $138,102-12.7% | $125,381-3.9% | $134,532-10.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.22% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,401 | $5,245-54.2% | $4,815-50.1% | $4,741-49.4% |
| Participant deferral / active EE | $17,505 | $7,801+124.4% | $7,448+135.0% | $6,401+173.5% |
| Admin fee / account holder | $5,279 | $11,568-54.4% | $10,007-47.2% | $11,429-53.8% |