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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 | $140,659 | $138,114+1.8% | $125,391+12.2% | $134,545+4.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -17.37% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $3,448 | $5,246-34.3% | $4,816-28.4% | $4,742-27.3% |
| Participant deferral / active EE | $8,241 | $7,801+5.6% | $7,448+10.6% | $6,401+28.7% |
| Admin fee / account holder | $7,488 | $11,570-35.3% | $10,009-25.2% | $11,431-34.5% |