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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 | $186,681 | $180,459+3.4% | $154,108+21.1% | $135,380+37.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -6.38% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $6,371 | $6,035+5.6% | $5,298+20.3% | $4,779+33.3% |
| Participant deferral / active EE | $8,142 | $5,806+40.2% | $5,081+60.3% | $5,609+45.2% |
| Admin fee / account holder | $1,725 | $16,145-89.3% | $13,411-87.1% | $10,828-84.1% |