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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 | $207,582 | $180,466+15.0% | $154,114+34.7% | $135,382+53.3% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -2.52% | 888.15%-890.7pp | 735.16%-737.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $2,730 | $6,035-54.8% | $5,298-48.5% | $4,779-42.9% |
| Participant deferral / active EE | $7,810 | $5,806+34.5% | $5,081+53.7% | $5,609+39.2% |
| Admin fee / account holder | $24,691 | $16,144+52.9% | $13,411+84.1% | $10,829+128.0% |