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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 | $224,733 | $138,114+62.7% | $125,391+79.2% | $134,545+67.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.86% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,183 | $7,801-59.2% | $7,448-57.3% | $6,401-50.3% |
| Admin fee / account holder | $17,073 | $11,570+47.6% | $10,009+70.6% | $11,431+49.4% |