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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 | $207,919 | $190,916+8.9% | $160,037+29.9% | $134,545+54.5% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -11.41% | 552.79%-564.2pp | 408.95%-420.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $4,438 | $4,996-11.2% | $4,226+5.0% | $4,742-6.4% |
| Participant deferral / active EE | $7,172 | $6,925+3.6% | $6,184+16.0% | $6,401+12.0% |
| Admin fee / account holder | $892 | $10,497-91.5% | $8,716-89.8% | $11,431-92.2% |