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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 | $193,122 | $138,075+39.9% | $123,552+56.3% | $135,379+42.7% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -6.59% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $14,477 | $5,152+181.0% | $4,628+212.8% | $4,779+202.9% |
| Participant deferral / active EE | $16,256 | $6,800+139.1% | $6,426+153.0% | $5,609+189.8% |
| Admin fee / account holder | $2,555 | $10,917-76.6% | $9,285-72.5% | $10,828-76.4% |