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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 | $140,451 | $138,114+1.7% | $125,391+12.0% | $134,545+4.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.49% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $3,968 | $5,246-24.4% | $4,816-17.6% | $4,742-16.3% |
| Participant deferral / active EE | $8,310 | $7,801+6.5% | $7,448+11.6% | $6,401+29.8% |
| Admin fee / account holder | $6,891 | $11,570-40.4% | $10,009-31.2% | $11,431-39.7% |