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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 | $188,542 | $180,459+4.5% | $154,108+22.3% | $135,380+39.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.91% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,332 | $6,035-11.7% | $5,298+0.7% | $4,779+11.6% |
| Participant deferral / active EE | $10,495 | $5,806+80.7% | $5,081+106.6% | $5,609+87.1% |
| Admin fee / account holder | $1,133 | $16,145-93.0% | $13,411-91.6% | $10,828-89.5% |