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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 | $173,848 | $180,455-3.7% | $154,111+12.8% | $135,377+28.4% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -5.16% | 888.14%-893.3pp | 735.15%-740.3pp | 519.75%-524.9pp |
| Employer contribution / active EE | $14,578 | $6,035+141.5% | $5,298+175.2% | $4,779+205.1% |
| Participant deferral / active EE | $7,139 | $5,806+22.9% | $5,081+40.5% | $5,609+27.3% |
| Admin fee / account holder | $2,222 | $16,144-86.2% | $13,411-83.4% | $10,828-79.5% |