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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 | $182,977 | $190,862-4.1% | $159,991+14.4% | $134,509+36.0% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.0%+15.8pp | 81.2%+12.5pp |
| Annual return | -18.23% | 552.59%-570.8pp | 408.82%-427.0pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,454 | $4,995-30.8% | $4,225-18.2% | $4,741-27.1% |
| Participant deferral / active EE | $7,162 | $6,924+3.4% | $6,183+15.8% | $6,400+11.9% |
| Admin fee / account holder | $1,445 | $10,495-86.2% | $8,715-83.4% | $11,427-87.4% |