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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 | $225,402 | $180,466+24.9% | $154,114+46.3% | $135,382+66.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -7.00% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $6,743 | $6,035+11.7% | $5,298+27.3% | $4,779+41.1% |
| Participant deferral / active EE | $3,644 | $5,806-37.2% | $5,081-28.3% | $5,609-35.0% |
| Admin fee / account holder | $3,808 | $16,144-76.4% | $13,411-71.6% | $10,829-64.8% |