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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 | $178,345 | $190,916-6.6% | $160,037+11.4% | $134,545+32.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -14.28% | 552.79%-567.1pp | 408.95%-423.2pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,599 | $4,996-28.0% | $4,226-14.8% | $4,742-24.1% |
| Participant deferral / active EE | $4,196 | $6,925-39.4% | $6,184-32.1% | $6,401-34.4% |
| Admin fee / account holder | $6,093 | $10,497-42.0% | $8,716-30.1% | $11,431-46.7% |