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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 | $168,395 | $138,078+22.0% | $125,363+34.3% | $134,509+25.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.50% | 750.49%-769.0pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $1,572 | $5,245-70.0% | $4,815-67.4% | $4,741-66.8% |
| Participant deferral / active EE | $19,489 | $7,800+149.9% | $7,447+161.7% | $6,400+204.5% |
| Admin fee / account holder | $1,055 | $11,566-90.9% | $10,005-89.5% | $11,427-90.8% |