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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 | $197,962 | $138,114+43.3% | $125,391+57.9% | $134,545+47.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.44% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $4,211 | $5,246-19.7% | $4,816-12.6% | $4,742-11.2% |
| Participant deferral / active EE | $9,065 | $7,801+16.2% | $7,448+21.7% | $6,401+41.6% |
| Admin fee / account holder | $11,393 | $11,570-1.5% | $10,009+13.8% | $11,431-0.3% |