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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 | $86,138 | $138,076-37.6% | $123,553-30.3% | $135,380-36.4% |
| Participation rate | 95.5% | 84.7%+10.7pp | 82.3%+13.2pp | 82.6%+12.8pp |
| Annual return | -1.65% | 153.70%-155.4pp | 119.21%-120.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $6,611 | $5,152+28.3% | $4,628+42.9% | $4,779+38.3% |
| Participant deferral / active EE | $7,569 | $6,800+11.3% | $6,426+17.8% | $5,609+34.9% |
| Admin fee / account holder | $11,447 | $10,917+4.9% | $9,284+23.3% | $10,828+5.7% |