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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 | $249,797 | $138,102+80.9% | $125,381+99.2% | $134,532+85.7% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -13.87% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,699 | $7,801+11.5% | $7,448+16.8% | $6,401+35.9% |
| Admin fee / account holder | $82,418 | $11,568+612.5% | $10,007+723.6% | $11,429+621.2% |