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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 | $209,054 | $138,078+51.4% | $125,363+66.8% | $134,509+55.4% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -9.84% | 750.49%-760.3pp | 572.15%-582.0pp | 418.13%-428.0pp |
| Employer contribution / active EE | $2,745 | $5,245-47.7% | $4,815-43.0% | $4,741-42.1% |
| Participant deferral / active EE | $6,218 | $7,800-20.3% | $7,447-16.5% | $6,400-2.9% |
| Admin fee / account holder | $63,142 | $11,566+445.9% | $10,005+531.1% | $11,427+452.6% |