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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 | $209,770 | $180,459+16.2% | $154,108+36.1% | $135,380+54.9% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -7.15% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $10,062 | $6,035+66.7% | $5,298+89.9% | $4,779+110.6% |
| Participant deferral / active EE | $5,594 | $5,806-3.7% | $5,081+10.1% | $5,609-0.3% |
| Admin fee / account holder | $13,540 | $16,145-16.1% | $13,411+1.0% | $10,828+25.0% |