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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 | $182,874 | $180,459+1.3% | $154,108+18.7% | $135,380+35.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.10% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $9,927 | $6,035+64.5% | $5,298+87.4% | $4,779+107.7% |
| Participant deferral / active EE | $3,620 | $5,806-37.7% | $5,081-28.7% | $5,609-35.5% |
| Admin fee / account holder | $2,721 | $16,145-83.1% | $13,411-79.7% | $10,828-74.9% |