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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 | $191,022 | $160,059+19.3% | $140,019+36.4% | $135,379+41.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.06% | 911.44%-917.5pp | 651.15%-657.2pp | 519.79%-525.9pp |
| Employer contribution / active EE | $3,121 | $6,420-51.4% | $5,605-44.3% | $4,779-34.7% |
| Participant deferral / active EE | $7,988 | $7,641+4.5% | $6,927+15.3% | $5,609+42.4% |
| Admin fee / account holder | $13,687 | $13,328+2.7% | $10,705+27.9% | $10,828+26.4% |