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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 | $129,989 | $180,459-28.0% | $154,108-15.7% | $135,380-4.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -1.44% | 888.21%-889.6pp | 735.21%-736.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $10,867 | $6,035+80.1% | $5,298+105.1% | $4,779+127.4% |
| Participant deferral / active EE | $6,120 | $5,806+5.4% | $5,081+20.4% | $5,609+9.1% |
| Admin fee / account holder | $347,082 | $16,145+2049.8% | $13,411+2487.9% | $10,828+3105.4% |