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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 | $174,623 | $138,102+26.4% | $125,381+39.3% | $134,532+29.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -17.04% | 750.73%-767.8pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,392 | $5,245-35.3% | $4,815-29.5% | $4,741-28.4% |
| Participant deferral / active EE | $7,854 | $7,801+0.7% | $7,448+5.5% | $6,401+22.7% |
| Admin fee / account holder | $1,995 | $11,568-82.8% | $10,007-80.1% | $11,429-82.5% |