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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 | $178,901 | $138,114+29.5% | $125,391+42.7% | $134,545+33.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.76% | 750.88%-768.6pp | 572.41%-590.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $5,551 | $5,246+5.8% | $4,816+15.3% | $4,742+17.1% |
| Participant deferral / active EE | $10,233 | $7,801+31.2% | $7,448+37.4% | $6,401+59.9% |
| Admin fee / account holder | $1,023 | $11,570-91.2% | $10,009-89.8% | $11,431-91.1% |