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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 | $223,044 | $135,645+64.4% | $110,243+102.3% | $135,379+64.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -6.98% | 513.24%-520.2pp | 314.76%-321.7pp | 519.79%-526.8pp |
| Employer contribution / active EE | $6,745 | $4,907+37.5% | $3,827+76.3% | $4,779+41.1% |
| Participant deferral / active EE | $11,154 | $5,507+102.5% | $4,672+138.7% | $5,609+98.9% |
| Admin fee / account holder | $7,999 | $11,458-30.2% | $8,548-6.4% | $10,828-26.1% |