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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 | $168,509 | $135,645+24.2% | $110,243+52.9% | $135,380+24.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -4.83% | 513.24%-518.1pp | 314.76%-319.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $7,666 | $4,907+56.2% | $3,827+100.3% | $4,779+60.4% |
| Participant deferral / active EE | $9,795 | $5,507+77.9% | $4,672+109.7% | $5,609+74.6% |
| Admin fee / account holder | $20,568 | $11,458+79.5% | $8,548+140.6% | $10,828+89.9% |