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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 | $208,954 | $160,059+30.5% | $140,019+49.2% | $135,382+54.3% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -5.41% | 911.44%-916.9pp | 651.15%-656.6pp | 519.77%-525.2pp |
| Employer contribution / active EE | $5,724 | $6,420-10.8% | $5,605+2.1% | $4,779+19.8% |
| Participant deferral / active EE | $17,070 | $7,641+123.4% | $6,927+146.4% | $5,609+204.3% |
| Admin fee / account holder | $1,239 | $13,328-90.7% | $10,705-88.4% | $10,829-88.6% |