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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 | $240,772 | $138,114+74.3% | $125,391+92.0% | $134,545+79.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $6,685 | $5,246+27.4% | $4,816+38.8% | $4,742+41.0% |
| Participant deferral / active EE | $12,173 | $7,801+56.0% | $7,448+63.4% | $6,401+90.2% |
| Admin fee / account holder | $1,216 | $11,570-89.5% | $10,009-87.8% | $11,431-89.4% |