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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 | $197,171 | $138,102+42.8% | $125,381+57.3% | $134,532+46.6% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -20.63% | 750.73%-771.4pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $5,306 | $5,245+1.2% | $4,815+10.2% | $4,741+11.9% |
| Participant deferral / active EE | $6,445 | $7,801-17.4% | $7,448-13.5% | $6,401+0.7% |
| Admin fee / account holder | $903 | $11,568-92.2% | $10,007-91.0% | $11,429-92.1% |