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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 | $91,916 | $160,059-42.6% | $140,019-34.4% | $135,380-32.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -0.80% | 911.48%-912.3pp | 651.17%-652.0pp | 519.81%-520.6pp |
| Employer contribution / active EE | $16,840 | $6,420+162.3% | $5,605+200.4% | $4,779+252.4% |
| Participant deferral / active EE | $8,305 | $7,641+8.7% | $6,927+19.9% | $5,609+48.1% |
| Admin fee / account holder | $23,664 | $13,328+77.6% | $10,705+121.0% | $10,828+118.5% |