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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 | $176,904 | $138,102+28.1% | $125,381+41.1% | $134,532+31.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -18.16% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $16,414 | $5,245+212.9% | $4,815+240.9% | $4,741+246.2% |
| Participant deferral / active EE | $6,287 | $7,801-19.4% | $7,448-15.6% | $6,401-1.8% |
| Admin fee / account holder | $15,685 | $11,568+35.6% | $10,007+56.7% | $11,429+37.2% |