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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 | $193,234 | $138,114+39.9% | $125,391+54.1% | $134,545+43.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.48% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $972 | $5,246-81.5% | $4,816-79.8% | $4,742-79.5% |
| Participant deferral / active EE | $16,913 | $7,801+116.8% | $7,448+127.1% | $6,401+164.2% |
| Admin fee / account holder | $422 | $11,570-96.3% | $10,009-95.8% | $11,431-96.3% |