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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 | $207,809 | $180,459+15.2% | $154,108+34.8% | $135,380+53.5% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -1.63% | 888.21%-889.8pp | 735.21%-736.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $6,299 | $6,035+4.4% | $5,298+18.9% | $4,779+31.8% |
| Participant deferral / active EE | $4,683 | $5,806-19.3% | $5,081-7.8% | $5,609-16.5% |
| Admin fee / account holder | $2,864 | $16,145-82.3% | $13,411-78.6% | $10,828-73.5% |