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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 | $204,316 | $138,076+48.0% | $123,553+65.4% | $135,380+50.9% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -4.32% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $14,396 | $5,152+179.4% | $4,628+211.1% | $4,779+201.2% |
| Participant deferral / active EE | $4,780 | $6,800-29.7% | $6,426-25.6% | $5,609-14.8% |
| Admin fee / account holder | $4,206 | $10,917-61.5% | $9,284-54.7% | $10,828-61.2% |