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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 | $212,060 | $138,114+53.5% | $125,391+69.1% | $134,545+57.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.70% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $1,065 | $5,246-79.7% | $4,816-77.9% | $4,742-77.5% |
| Participant deferral / active EE | $6,400 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $413 | $11,570-96.4% | $10,009-95.9% | $11,431-96.4% |