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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 | $180,172 | $138,114+30.5% | $125,391+43.7% | $134,545+33.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.42% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,190 | $5,246-58.2% | $4,816-54.5% | $4,742-53.8% |
| Participant deferral / active EE | $12,035 | $7,801+54.3% | $7,448+61.6% | $6,401+88.0% |
| Admin fee / account holder | $725 | $11,570-93.7% | $10,009-92.8% | $11,431-93.7% |