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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 | $218,807 | $180,459+21.3% | $154,108+42.0% | $135,380+61.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.13% | 888.21%-893.3pp | 735.21%-740.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $2,507 | $6,035-58.5% | $5,298-52.7% | $4,779-47.5% |
| Participant deferral / active EE | $5,609 | $5,806-3.4% | $5,081+10.4% | $5,6090% |
| Admin fee / account holder | $831 | $16,145-94.9% | $13,411-93.8% | $10,828-92.3% |