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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 | $138,357 | $138,114+0.2% | $125,391+10.3% | $134,545+2.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.51% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $8,775 | $5,246+67.3% | $4,816+82.2% | $4,742+85.1% |
| Participant deferral / active EE | $12,728 | $7,801+63.2% | $7,448+70.9% | $6,401+98.8% |
| Admin fee / account holder | $742 | $11,570-93.6% | $10,009-92.6% | $11,431-93.5% |