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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 | $149,070 | $160,059-6.9% | $140,019+6.5% | $135,379+10.1% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -4.74% | 911.44%-916.2pp | 651.15%-655.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $3,287 | $6,420-48.8% | $5,605-41.4% | $4,779-31.2% |
| Participant deferral / active EE | $10,332 | $7,641+35.2% | $6,927+49.2% | $5,609+84.2% |
| Admin fee / account holder | $1,473 | $13,328-88.9% | $10,705-86.2% | $10,828-86.4% |