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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 | $222,184 | $138,114+60.9% | $125,391+77.2% | $134,545+65.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.17% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,544 | $7,801+35.2% | $7,448+41.6% | $6,401+64.7% |
| Admin fee / account holder | $513 | $11,570-95.6% | $10,009-94.9% | $11,431-95.5% |