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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 | $151,037 | $135,645+11.3% | $110,243+37.0% | $135,380+11.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -5.83% | 513.24%-519.1pp | 314.76%-320.6pp | 519.81%-525.6pp |
| Employer contribution / active EE | $5,231 | $4,907+6.6% | $3,827+36.7% | $4,779+9.5% |
| Participant deferral / active EE | $10,462 | $5,507+90.0% | $4,672+123.9% | $5,609+86.5% |
| Admin fee / account holder | $506 | $11,458-95.6% | $8,548-94.1% | $10,828-95.3% |