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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 | $183,759 | $138,114+33.0% | $125,391+46.5% | $134,545+36.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.02% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $9,172 | $5,246+74.8% | $4,816+90.5% | $4,742+93.4% |
| Participant deferral / active EE | $13,672 | $7,801+75.3% | $7,448+83.6% | $6,401+113.6% |
| Admin fee / account holder | $6,014 | $11,570-48.0% | $10,009-39.9% | $11,431-47.4% |