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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 | $177,058 | $180,462-1.9% | $154,111+14.9% | $135,379+30.8% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -4.09% | 888.17%-892.3pp | 735.18%-739.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $11,058 | $6,036+83.2% | $5,298+108.7% | $4,779+131.4% |
| Participant deferral / active EE | $7,826 | $5,806+34.8% | $5,081+54.0% | $5,609+39.5% |
| Admin fee / account holder | $13,310 | $16,145-17.6% | $13,411-0.8% | $10,828+22.9% |