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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 | $172,741 | $138,102+25.1% | $125,381+37.8% | $134,532+28.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -13.28% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $3,980 | $5,245-24.1% | $4,815-17.3% | $4,741-16.0% |
| Participant deferral / active EE | $12,222 | $7,801+56.7% | $7,448+64.1% | $6,401+90.9% |
| Admin fee / account holder | $1,167 | $11,568-89.9% | $10,007-88.3% | $11,429-89.8% |