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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 | $156,505 | $138,102+13.3% | $125,381+24.8% | $134,532+16.3% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -17.32% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,957 | $5,245-62.7% | $4,815-59.4% | $4,741-58.7% |
| Participant deferral / active EE | $12,134 | $7,801+55.5% | $7,448+62.9% | $6,401+89.6% |
| Admin fee / account holder | $1,993 | $11,568-82.8% | $10,007-80.1% | $11,429-82.6% |