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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 | $210,091 | $135,645+54.9% | $110,243+90.6% | $135,380+55.2% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.77% | 513.24%-520.0pp | 314.76%-321.5pp | 519.81%-526.6pp |
| Employer contribution / active EE | $5,220 | $4,907+6.4% | $3,827+36.4% | $4,779+9.2% |
| Participant deferral / active EE | $12,341 | $5,507+124.1% | $4,672+164.1% | $5,609+120.0% |
| Admin fee / account holder | $461 | $11,458-96.0% | $8,548-94.6% | $10,828-95.7% |