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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 | $240,041 | $180,462+33.0% | $154,111+55.8% | $135,379+77.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.41% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.2pp |
| Employer contribution / active EE | $15,255 | $6,036+152.8% | $5,298+187.9% | $4,779+219.2% |
| Participant deferral / active EE | $7,492 | $5,806+29.0% | $5,081+47.5% | $5,609+33.6% |
| Admin fee / account holder | $1,774 | $16,145-89.0% | $13,411-86.8% | $10,828-83.6% |