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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 | $161,234 | $138,075+16.8% | $123,552+30.5% | $135,379+19.1% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -6.89% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $8,966 | $5,152+74.0% | $4,628+93.7% | $4,779+87.6% |
| Participant deferral / active EE | $9,356 | $6,800+37.6% | $6,426+45.6% | $5,609+66.8% |
| Admin fee / account holder | $9,834 | $10,917-9.9% | $9,285+5.9% | $10,828-9.2% |