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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 | $229,502 | $180,459+27.2% | $154,108+48.9% | $135,380+69.5% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | -7.11% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $15,905 | $6,035+163.5% | $5,298+200.2% | $4,779+232.8% |
| Participant deferral / active EE | $9,735 | $5,806+67.7% | $5,081+91.6% | $5,609+73.6% |
| Admin fee / account holder | $1,155 | $16,145-92.8% | $13,411-91.4% | $10,828-89.3% |