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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 | $176,067 | $138,102+27.5% | $125,381+40.4% | $134,532+30.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -5.87% | 750.73%-756.6pp | 572.31%-578.2pp | 418.27%-424.1pp |
| Employer contribution / active EE | $7,277 | $5,245+38.7% | $4,815+51.1% | $4,741+53.5% |
| Participant deferral / active EE | $13,466 | $7,801+72.6% | $7,448+80.8% | $6,401+110.4% |
| Admin fee / account holder | $1,982 | $11,568-82.9% | $10,007-80.2% | $11,429-82.7% |