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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 | $173,962 | $180,459-3.6% | $154,108+12.9% | $135,380+28.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.64% | 888.21%-893.9pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $8,908 | $6,035+47.6% | $5,298+68.1% | $4,779+86.4% |
| Participant deferral / active EE | $6,493 | $5,806+11.8% | $5,081+27.8% | $5,609+15.8% |
| Admin fee / account holder | $4,427 | $16,145-72.6% | $13,411-67.0% | $10,828-59.1% |