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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 | $117,531 | $180,459-34.9% | $154,108-23.7% | $135,380-13.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -6.41% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,184 | $6,035+19.0% | $5,298+35.6% | $4,779+50.3% |
| Participant deferral / active EE | $6,782 | $5,806+16.8% | $5,081+33.5% | $5,609+20.9% |
| Admin fee / account holder | $16,118 | $16,145-0.2% | $13,411+20.2% | $10,828+48.9% |