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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 | $150,758 | $138,102+9.2% | $125,381+20.2% | $134,532+12.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -5.53% | 750.73%-756.3pp | 572.31%-577.8pp | 418.27%-423.8pp |
| Employer contribution / active EE | $5,926 | $5,245+13.0% | $4,815+23.1% | $4,741+25.0% |
| Participant deferral / active EE | $13,616 | $7,801+74.6% | $7,448+82.8% | $6,401+112.7% |
| Admin fee / account holder | $1,579 | $11,568-86.4% | $10,007-84.2% | $11,429-86.2% |