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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 | $149,109 | $160,059-6.8% | $140,019+6.5% | $135,380+10.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -7.65% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.5pp |
| Employer contribution / active EE | $9,284 | $6,420+44.6% | $5,605+65.6% | $4,779+94.3% |
| Participant deferral / active EE | $5,750 | $7,641-24.8% | $6,927-17.0% | $5,609+2.5% |
| Admin fee / account holder | $950 | $13,328-92.9% | $10,705-91.1% | $10,828-91.2% |