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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 | $224,485 | $135,639+65.5% | $110,241+103.6% | $135,382+65.8% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -4.37% | 513.21%-517.6pp | 314.75%-319.1pp | 519.77%-524.1pp |
| Employer contribution / active EE | $6,098 | $4,907+24.3% | $3,827+59.4% | $4,779+27.6% |
| Participant deferral / active EE | $8,709 | $5,507+58.2% | $4,672+86.4% | $5,609+55.3% |
| Admin fee / account holder | $1,417 | $11,457-87.6% | $8,548-83.4% | $10,829-86.9% |