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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 | $246,019 | $138,078+78.2% | $125,363+96.2% | $134,509+82.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.18% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,178 | $7,800+43.3% | $7,447+50.1% | $6,400+74.6% |
| Admin fee / account holder | $9,863 | $11,566-14.7% | $10,005-1.4% | $11,427-13.7% |