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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 | $217,954 | $190,879+14.2% | $160,009+36.2% | $134,532+62.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.0%+13.3pp | 81.2%+10.1pp |
| Annual return | -13.32% | 552.63%-566.0pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $9,956 | $4,995+99.3% | $4,225+135.6% | $4,741+110.0% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,548 | $10,495+76.7% | $8,715+112.8% | $11,429+62.3% |