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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 | $222,790 | $180,459+23.5% | $154,108+44.6% | $135,380+64.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.75% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $10,863 | $6,035+80.0% | $5,298+105.1% | $4,779+127.3% |
| Participant deferral / active EE | $7,206 | $5,806+24.1% | $5,081+41.8% | $5,609+28.5% |
| Admin fee / account holder | $54,886 | $16,145+240.0% | $13,411+309.2% | $10,828+406.9% |