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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 | $224,528 | $138,114+62.6% | $125,391+79.1% | $134,545+66.9% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -16.05% | 750.88%-766.9pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,055 | $5,246-60.8% | $4,816-57.3% | $4,742-56.7% |
| Participant deferral / active EE | $7,575 | $7,801-2.9% | $7,448+1.7% | $6,401+18.3% |
| Admin fee / account holder | $3,346 | $11,570-71.1% | $10,009-66.6% | $11,431-70.7% |