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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 | $168,974 | $160,059+5.6% | $140,019+20.7% | $135,380+24.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -3.91% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,296 | $6,420-17.5% | $5,605-5.5% | $4,779+10.8% |
| Participant deferral / active EE | $9,797 | $7,641+28.2% | $6,927+41.4% | $5,609+74.7% |
| Admin fee / account holder | $20,142 | $13,328+51.1% | $10,705+88.2% | $10,828+86.0% |