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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 | $192,723 | $138,114+39.5% | $125,391+53.7% | $134,545+43.2% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -11.09% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,725 | $5,246-48.1% | $4,816-43.4% | $4,742-42.5% |
| Participant deferral / active EE | $8,874 | $7,801+13.8% | $7,448+19.1% | $6,401+38.6% |
| Admin fee / account holder | $19,617 | $11,570+69.5% | $10,009+96.0% | $11,431+71.6% |