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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 | $160,346 | $190,862-16.0% | $159,991+0.2% | $134,509+19.2% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.0%+12.5pp | 81.2%+9.2pp |
| Annual return | -16.07% | 552.59%-568.7pp | 408.82%-424.9pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,365 | $4,995-52.7% | $4,225-44.0% | $4,741-50.1% |
| Participant deferral / active EE | $12,004 | $6,924+73.4% | $6,183+94.2% | $6,400+87.6% |
| Admin fee / account holder | $20,572 | $10,495+96.0% | $8,715+136.1% | $11,427+80.0% |