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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 | $223,243 | $138,076+61.7% | $123,553+80.7% | $135,380+64.9% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.66% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $6,230 | $5,152+20.9% | $4,628+34.6% | $4,779+30.4% |
| Participant deferral / active EE | $12,232 | $6,800+79.9% | $6,426+90.4% | $5,609+118.1% |
| Admin fee / account holder | $17,211 | $10,917+57.7% | $9,284+85.4% | $10,828+58.9% |