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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 | $146,185 | $138,078+5.9% | $125,363+16.6% | $134,509+8.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.12% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $9,173 | $5,245+74.9% | $4,815+90.5% | $4,741+93.5% |
| Participant deferral / active EE | $8,234 | $7,800+5.6% | $7,447+10.6% | $6,400+28.6% |
| Admin fee / account holder | $2,234 | $11,566-80.7% | $10,005-77.7% | $11,427-80.5% |