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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 | $249,170 | $180,462+38.1% | $154,111+61.7% | $135,379+84.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -6.48% | 888.17%-894.6pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $7,576 | $6,036+25.5% | $5,298+43.0% | $4,779+58.5% |
| Participant deferral / active EE | $9,504 | $5,806+63.7% | $5,081+87.1% | $5,609+69.4% |
| Admin fee / account holder | $10,052 | $16,145-37.7% | $13,411-25.1% | $10,828-7.2% |