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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 | $218,031 | $138,102+57.9% | $125,381+73.9% | $134,532+62.1% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $8,183 | $5,245+56.0% | $4,815+69.9% | $4,741+72.6% |
| Participant deferral / active EE | $5,426 | $7,801-30.4% | $7,448-27.1% | $6,401-15.2% |
| Admin fee / account holder | $18,103 | $11,568+56.5% | $10,007+80.9% | $11,429+58.4% |