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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 | $216,808 | $180,462+20.1% | $154,111+40.7% | $135,379+60.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -6.47% | 888.17%-894.6pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $11,232 | $6,036+86.1% | $5,298+112.0% | $4,779+135.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,614 | $16,145-65.2% | $13,411-58.1% | $10,828-48.2% |