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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 | $199,021 | $180,459+10.3% | $154,108+29.1% | $135,380+47.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -4.82% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $7,717 | $6,035+27.9% | $5,298+45.7% | $4,779+61.5% |
| Participant deferral / active EE | $4,732 | $5,806-18.5% | $5,081-6.9% | $5,609-15.6% |
| Admin fee / account holder | $18,268 | $16,145+13.1% | $13,411+36.2% | $10,828+68.7% |