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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 | $206,383 | $180,459+14.4% | $154,108+33.9% | $135,380+52.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -1.22% | 888.21%-889.4pp | 735.21%-736.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $3,785 | $6,035-37.3% | $5,298-28.5% | $4,779-20.8% |
| Participant deferral / active EE | $8,941 | $5,806+54.0% | $5,081+76.0% | $5,609+59.4% |
| Admin fee / account holder | $754 | $16,145-95.3% | $13,411-94.4% | $10,828-93.0% |