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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 | $190,806 | $160,059+19.2% | $140,019+36.3% | $135,380+40.9% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.5%-1.1pp | 82.6%+3.7pp |
| Annual return | -6.52% | 911.48%-918.0pp | 651.17%-657.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,584 | $7,641+51.6% | $6,927+67.2% | $5,609+106.5% |
| Admin fee / account holder | $14,462 | $13,328+8.5% | $10,705+35.1% | $10,828+33.6% |