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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 | $228,315 | $160,059+42.6% | $140,019+63.1% | $135,380+68.6% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -2.94% | 911.48%-914.4pp | 651.17%-654.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $1,966 | $6,420-69.4% | $5,605-64.9% | $4,779-58.9% |
| Participant deferral / active EE | $4,661 | $7,641-39.0% | $6,927-32.7% | $5,609-16.9% |
| Admin fee / account holder | $42,145 | $13,328+216.2% | $10,705+293.7% | $10,828+289.2% |