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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 | $184,792 | $138,078+33.8% | $125,363+47.4% | $134,509+37.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -12.85% | 750.49%-763.3pp | 572.15%-585.0pp | 418.13%-431.0pp |
| Employer contribution / active EE | $4,610 | $5,245-12.1% | $4,815-4.3% | $4,741-2.8% |
| Participant deferral / active EE | $15,867 | $7,800+103.4% | $7,447+113.1% | $6,400+147.9% |
| Admin fee / account holder | $830 | $11,566-92.8% | $10,005-91.7% | $11,427-92.7% |