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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 | $157,609 | $138,114+14.1% | $125,391+25.7% | $134,545+17.1% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -18.06% | 750.88%-768.9pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $8,273 | $5,246+57.7% | $4,816+71.8% | $4,742+74.5% |
| Participant deferral / active EE | $3,904 | $7,801-50.0% | $7,448-47.6% | $6,401-39.0% |
| Admin fee / account holder | $9,980 | $11,570-13.7% | $10,009-0.3% | $11,431-12.7% |