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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 | $228,728 | $180,459+26.7% | $154,108+48.4% | $135,380+69.0% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -7.45% | 888.21%-895.7pp | 735.21%-742.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $14,856 | $6,035+146.2% | $5,298+180.4% | $4,779+210.9% |
| Participant deferral / active EE | $14,342 | $5,806+147.0% | $5,081+182.3% | $5,609+155.7% |
| Admin fee / account holder | $11,071 | $16,145-31.4% | $13,411-17.5% | $10,828+2.2% |