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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 | $165,896 | $138,102+20.1% | $125,381+32.3% | $134,532+23.3% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -14.06% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $5,157 | $5,245-1.7% | $4,815+7.1% | $4,741+8.8% |
| Participant deferral / active EE | $5,633 | $7,801-27.8% | $7,448-24.4% | $6,401-12.0% |
| Admin fee / account holder | $415 | $11,568-96.4% | $10,007-95.9% | $11,429-96.4% |