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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 | $154,026 | $180,459-14.6% | $154,108-0.1% | $135,380+13.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -6.32% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $6,701 | $6,035+11.0% | $5,298+26.5% | $4,779+40.2% |
| Participant deferral / active EE | $8,843 | $5,806+52.3% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $1,822 | $16,145-88.7% | $13,411-86.4% | $10,828-83.2% |