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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 | $197,981 | $180,462+9.7% | $154,111+28.5% | $135,379+46.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.23% | 888.17%-892.4pp | 735.18%-739.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $2,094 | $6,036-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $3,957 | $5,806-31.9% | $5,081-22.1% | $5,609-29.5% |
| Admin fee / account holder | $2,670 | $16,145-83.5% | $13,411-80.1% | $10,828-75.3% |