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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 | $140,991 | $138,102+2.1% | $125,381+12.4% | $134,532+4.8% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -17.10% | 750.73%-767.8pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,567 | $5,245-32.0% | $4,815-25.9% | $4,741-24.8% |
| Participant deferral / active EE | $9,089 | $7,801+16.5% | $7,448+22.0% | $6,401+42.0% |
| Admin fee / account holder | $21,031 | $11,568+81.8% | $10,007+110.2% | $11,429+84.0% |