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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 | $182,363 | $160,059+13.9% | $140,019+30.2% | $135,379+34.7% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -7.70% | 911.44%-919.1pp | 651.15%-658.9pp | 519.79%-527.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $17,534 | $7,641+129.5% | $6,927+153.1% | $5,609+212.6% |
| Admin fee / account holder | $11,745 | $13,328-11.9% | $10,705+9.7% | $10,828+8.5% |