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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 | $156,468 | $180,459-13.3% | $154,108+1.5% | $135,380+15.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.98% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $6,809 | $6,035+12.8% | $5,298+28.5% | $4,779+42.5% |
| Participant deferral / active EE | $5,833 | $5,806+0.5% | $5,081+14.8% | $5,609+4.0% |
| Admin fee / account holder | $25,514 | $16,145+58.0% | $13,411+90.2% | $10,828+135.6% |