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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 | $145,360 | $138,102+5.3% | $125,381+15.9% | $134,532+8.0% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -16.16% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,610 | $5,245-31.2% | $4,815-25.0% | $4,741-23.9% |
| Participant deferral / active EE | $8,829 | $7,801+13.2% | $7,448+18.6% | $6,401+37.9% |
| Admin fee / account holder | $22,203 | $11,568+91.9% | $10,007+121.9% | $11,429+94.3% |