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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 | $238,676 | $138,075+72.9% | $123,552+93.2% | $135,379+76.3% |
| Participation rate | 95.8% | 84.7%+11.1pp | 82.3%+13.5pp | 82.6%+13.2pp |
| Annual return | -5.06% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.8pp |
| Employer contribution / active EE | $7,820 | $5,152+51.8% | $4,628+69.0% | $4,779+63.6% |
| Participant deferral / active EE | $12,885 | $6,800+89.5% | $6,426+100.5% | $5,609+129.7% |
| Admin fee / account holder | $37,129 | $10,917+240.1% | $9,285+299.9% | $10,828+242.9% |