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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 | $206,334 | $180,459+14.3% | $154,108+33.9% | $135,380+52.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.31% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $11,158 | $6,035+84.9% | $5,298+110.6% | $4,779+133.5% |
| Participant deferral / active EE | $6,125 | $5,806+5.5% | $5,081+20.5% | $5,609+9.2% |
| Admin fee / account holder | $19,346 | $16,145+19.8% | $13,411+44.3% | $10,828+78.7% |