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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 | $163,255 | $180,459-9.5% | $154,108+5.9% | $135,380+20.6% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -8.01% | 888.21%-896.2pp | 735.21%-743.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $10,194 | $6,035+68.9% | $5,298+92.4% | $4,779+113.3% |
| Participant deferral / active EE | $7,222 | $5,806+24.4% | $5,081+42.1% | $5,609+28.8% |
| Admin fee / account holder | $1,468 | $16,145-90.9% | $13,411-89.1% | $10,828-86.4% |