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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 | $237,329 | $138,114+71.8% | $125,391+89.3% | $134,545+76.4% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -16.44% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $17,028 | $7,801+118.3% | $7,448+128.6% | $6,401+166.0% |
| Admin fee / account holder | $24,167 | $11,570+108.9% | $10,009+141.5% | $11,431+111.4% |