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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 | $246,357 | $138,114+78.4% | $125,391+96.5% | $134,545+83.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -15.84% | 750.88%-766.7pp | 572.41%-588.3pp | 418.37%-434.2pp |
| Employer contribution / active EE | $12,560 | $5,246+139.4% | $4,816+160.8% | $4,742+164.9% |
| Participant deferral / active EE | $11,633 | $7,801+49.1% | $7,448+56.2% | $6,401+81.7% |
| Admin fee / account holder | $7,817 | $11,570-32.4% | $10,009-21.9% | $11,431-31.6% |