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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 | $167,157 | $138,102+21.0% | $125,381+33.3% | $134,532+24.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.19% | 750.73%-763.9pp | 572.31%-585.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $2,606 | $5,245-50.3% | $4,815-45.9% | $4,741-45.0% |
| Participant deferral / active EE | $6,891 | $7,801-11.7% | $7,448-7.5% | $6,401+7.7% |
| Admin fee / account holder | $7,223 | $11,568-37.6% | $10,007-27.8% | $11,429-36.8% |