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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 | $187,474 | $138,076+35.8% | $123,553+51.7% | $135,380+38.5% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -6.75% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,831 | $5,152-45.1% | $4,628-38.8% | $4,779-40.8% |
| Participant deferral / active EE | $8,381 | $6,800+23.3% | $6,426+30.4% | $5,609+49.4% |
| Admin fee / account holder | $12,710 | $10,917+16.4% | $9,284+36.9% | $10,828+17.4% |