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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 | $178,466 | $180,455-1.1% | $154,111+15.8% | $135,377+31.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.47% | 888.14%-894.6pp | 735.15%-741.6pp | 519.75%-526.2pp |
| Employer contribution / active EE | $1,761 | $6,035-70.8% | $5,298-66.8% | $4,779-63.2% |
| Participant deferral / active EE | $7,018 | $5,806+20.9% | $5,081+38.1% | $5,609+25.1% |
| Admin fee / account holder | $648 | $16,144-96.0% | $13,411-95.2% | $10,828-94.0% |