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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 | $139,715 | $160,059-12.7% | $140,019-0.2% | $135,380+3.2% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | -7.67% | 911.48%-919.2pp | 651.17%-658.8pp | 519.81%-527.5pp |
| Employer contribution / active EE | $6,109 | $6,420-4.8% | $5,605+9.0% | $4,779+27.8% |
| Participant deferral / active EE | $12,529 | $7,641+64.0% | $6,927+80.9% | $5,609+123.4% |
| Admin fee / account holder | $17,985 | $13,328+34.9% | $10,705+68.0% | $10,828+66.1% |