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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 | $242,078 | $180,459+34.1% | $154,108+57.1% | $135,380+78.8% |
| Participation rate | 95.2% | 87.4%+7.8pp | 83.0%+12.2pp | 82.6%+12.6pp |
| Annual return | -4.41% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $10,302 | $6,035+70.7% | $5,298+94.5% | $4,779+115.6% |
| Participant deferral / active EE | $7,602 | $5,806+30.9% | $5,081+49.6% | $5,609+35.5% |
| Admin fee / account holder | $31,212 | $16,145+93.3% | $13,411+132.7% | $10,828+188.3% |