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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 | $141,542 | $138,102+2.5% | $125,381+12.9% | $134,532+5.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.69% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,395 | $5,245-16.2% | $4,815-8.7% | $4,741-7.3% |
| Participant deferral / active EE | $10,192 | $7,801+30.7% | $7,448+36.8% | $6,401+59.2% |
| Admin fee / account holder | $9,347 | $11,568-19.2% | $10,007-6.6% | $11,429-18.2% |