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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 | $218,007 | $138,102+57.9% | $125,381+73.9% | $134,532+62.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.31% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $8,552 | $5,245+63.0% | $4,815+77.6% | $4,741+80.4% |
| Participant deferral / active EE | $11,010 | $7,801+41.1% | $7,448+47.8% | $6,401+72.0% |
| Admin fee / account holder | $24,719 | $11,568+113.7% | $10,007+147.0% | $11,429+116.3% |