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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 | $242,535 | $138,076+75.7% | $123,553+96.3% | $135,380+79.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -3.76% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $7,500 | $5,152+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $9,481 | $6,800+39.4% | $6,426+47.5% | $5,609+69.0% |
| Admin fee / account holder | $76,878 | $10,917+604.2% | $9,284+728.0% | $10,828+610.0% |