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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 | $166,685 | $180,459-7.6% | $154,108+8.2% | $135,380+23.1% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -6.63% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $6,187 | $6,035+2.5% | $5,298+16.8% | $4,779+29.5% |
| Participant deferral / active EE | $7,841 | $5,806+35.0% | $5,081+54.3% | $5,609+39.8% |
| Admin fee / account holder | $620 | $16,145-96.2% | $13,411-95.4% | $10,828-94.3% |