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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 | $188,140 | $160,059+17.5% | $140,019+34.4% | $135,380+39.0% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.5%-8.9pp | 82.6%-4.1pp |
| Annual return | -7.15% | 911.48%-918.6pp | 651.17%-658.3pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,454 | $6,420-61.8% | $5,605-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $6,777 | $7,641-11.3% | $6,927-2.2% | $5,609+20.8% |
| Admin fee / account holder | $899 | $13,328-93.3% | $10,705-91.6% | $10,828-91.7% |