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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 | $195,628 | $180,459+8.4% | $154,108+26.9% | $135,380+44.5% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -1.38% | 888.21%-889.6pp | 735.21%-736.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $4,905 | $6,035-18.7% | $5,298-7.4% | $4,779+2.6% |
| Participant deferral / active EE | $8,841 | $5,806+52.3% | $5,081+74.0% | $5,609+57.6% |
| Admin fee / account holder | $768 | $16,145-95.2% | $13,411-94.3% | $10,828-92.9% |