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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 | $171,370 | $180,459-5.0% | $154,108+11.2% | $135,380+26.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -7.85% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $2,744 | $6,035-54.5% | $5,298-48.2% | $4,779-42.6% |
| Participant deferral / active EE | $7,803 | $5,806+34.4% | $5,081+53.6% | $5,609+39.1% |
| Admin fee / account holder | $17,651 | $16,145+9.3% | $13,411+31.6% | $10,828+63.0% |