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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 | $166,938 | $92,766+80.0% | $82,763+101.7% | $134,545+24.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.54% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $3,957 | $3,273+20.9% | $3,008+31.5% | $4,742-16.5% |
| Participant deferral / active EE | $7,569 | $4,802+57.6% | $4,395+72.2% | $6,401+18.2% |
| Admin fee / account holder | $5,507 | $5,978-7.9% | $5,325+3.4% | $11,431-51.8% |