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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 | $143,679 | $138,102+4.0% | $125,381+14.6% | $134,532+6.8% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.70% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $5,111 | $5,245-2.6% | $4,815+6.1% | $4,741+7.8% |
| Participant deferral / active EE | $11,382 | $7,801+45.9% | $7,448+52.8% | $6,401+77.8% |
| Admin fee / account holder | $1,180 | $11,568-89.8% | $10,007-88.2% | $11,429-89.7% |