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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 | $155,095 | $180,466-14.1% | $154,114+0.6% | $135,382+14.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -2.90% | 888.15%-891.1pp | 735.16%-738.1pp | 519.77%-522.7pp |
| Employer contribution / active EE | $21,266 | $6,035+252.4% | $5,298+301.4% | $4,779+345.0% |
| Participant deferral / active EE | $11,259 | $5,806+93.9% | $5,081+121.6% | $5,609+100.7% |
| Admin fee / account holder | $36,658 | $16,144+127.1% | $13,411+173.3% | $10,829+238.5% |