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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 | $237,735 | $180,459+31.7% | $154,108+54.3% | $135,380+75.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.06% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $23,393 | $6,035+287.6% | $5,298+341.6% | $4,779+389.5% |
| Participant deferral / active EE | $16,384 | $5,806+182.2% | $5,081+222.5% | $5,609+192.1% |
| Admin fee / account holder | $351,751 | $16,145+2078.7% | $13,411+2522.8% | $10,828+3148.5% |