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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 | $228,863 | $138,114+65.7% | $125,391+82.5% | $134,545+70.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.15% | 750.88%-765.0pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $22,980 | $5,246+338.0% | $4,816+377.2% | $4,742+384.6% |
| Participant deferral / active EE | $10,957 | $7,801+40.5% | $7,448+47.1% | $6,401+71.2% |
| Admin fee / account holder | $2,957 | $11,570-74.4% | $10,009-70.5% | $11,431-74.1% |