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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 | $226,266 | $160,059+41.4% | $140,019+61.6% | $135,380+67.1% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.5%+7.2pp | 82.6%+12.1pp |
| Annual return | -3.70% | 911.48%-915.2pp | 651.17%-654.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $12,631 | $6,420+96.8% | $5,605+125.3% | $4,779+164.3% |
| Participant deferral / active EE | $13,054 | $7,641+70.8% | $6,927+88.5% | $5,609+132.7% |
| Admin fee / account holder | $950 | $13,328-92.9% | $10,705-91.1% | $10,828-91.2% |