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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 | $198,087 | $180,459+9.8% | $154,108+28.5% | $135,380+46.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.78% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $6,777 | $6,035+12.3% | $5,298+27.9% | $4,779+41.8% |
| Participant deferral / active EE | $4,627 | $5,806-20.3% | $5,081-8.9% | $5,609-17.5% |
| Admin fee / account holder | $716 | $16,145-95.6% | $13,411-94.7% | $10,828-93.4% |