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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 | $238,638 | $180,459+32.2% | $154,108+54.9% | $135,380+76.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -2.74% | 888.21%-891.0pp | 735.21%-737.9pp | 519.81%-522.6pp |
| Employer contribution / active EE | $8,541 | $6,035+41.5% | $5,298+61.2% | $4,779+78.7% |
| Participant deferral / active EE | $8,794 | $5,806+51.5% | $5,081+73.1% | $5,609+56.8% |
| Admin fee / account holder | $5,242 | $16,145-67.5% | $13,411-60.9% | $10,828-51.6% |