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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 | $179,170 | $138,076+29.8% | $123,553+45.0% | $135,380+32.3% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -3.06% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $10,380 | $5,152+101.5% | $4,628+124.3% | $4,779+117.2% |
| Participant deferral / active EE | $4,771 | $6,800-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $67,596 | $10,917+519.2% | $9,284+628.0% | $10,828+524.3% |