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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 | $224,535 | $138,076+62.6% | $123,553+81.7% | $135,380+65.9% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -4.05% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $21,525 | $5,152+317.8% | $4,628+365.1% | $4,779+350.4% |
| Participant deferral / active EE | $9,403 | $6,800+38.3% | $6,426+46.3% | $5,609+67.6% |
| Admin fee / account holder | $43,735 | $10,917+300.6% | $9,284+371.1% | $10,828+303.9% |