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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 | $239,040 | $180,462+32.5% | $154,111+55.1% | $135,379+76.6% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.47% | 888.17%-890.6pp | 735.18%-737.6pp | 519.79%-522.3pp |
| Employer contribution / active EE | $10,277 | $6,036+70.3% | $5,298+94.0% | $4,779+115.0% |
| Participant deferral / active EE | $6,561 | $5,806+13.0% | $5,081+29.1% | $5,609+17.0% |
| Admin fee / account holder | $2,201 | $16,145-86.4% | $13,411-83.6% | $10,828-79.7% |