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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 | $161,924 | $168,635-4.0% | $147,617+9.7% | $125,389+29.1% |
| Participation rate | 94.4% | 88.8%+5.7pp | 84.6%+9.8pp | 83.2%+11.3pp |
| Annual return | -2.16% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $7,927 | $6,252+26.8% | $5,564+42.5% | $4,866+62.9% |
| Participant deferral / active EE | $4,806 | $5,507-12.7% | $4,895-1.8% | $5,352-10.2% |
| Admin fee / account holder | $11,072 | $13,580-18.5% | $11,612-4.6% | $9,541+16.0% |