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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 | $197,326 | $180,466+9.3% | $154,114+28.0% | $135,382+45.8% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -7.72% | 888.15%-895.9pp | 735.16%-742.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $9,207 | $6,035+52.5% | $5,298+73.8% | $4,779+92.7% |
| Participant deferral / active EE | $8,752 | $5,806+50.7% | $5,081+72.3% | $5,609+56.0% |
| Admin fee / account holder | $7,418 | $16,144-54.1% | $13,411-44.7% | $10,829-31.5% |