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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 | $196,949 | $180,459+9.1% | $154,108+27.8% | $135,380+45.5% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -6.90% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $6,476 | $6,035+7.3% | $5,298+22.3% | $4,779+35.5% |
| Participant deferral / active EE | $7,163 | $5,806+23.4% | $5,081+41.0% | $5,609+27.7% |
| Admin fee / account holder | $2,148 | $16,145-86.7% | $13,411-84.0% | $10,828-80.2% |