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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 | $239,438 | $138,114+73.4% | $125,391+91.0% | $134,545+78.0% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -15.23% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $14,245 | $5,246+171.5% | $4,816+195.8% | $4,742+200.4% |
| Participant deferral / active EE | $7,008 | $7,801-10.2% | $7,448-5.9% | $6,401+9.5% |
| Admin fee / account holder | $31,456 | $11,570+171.9% | $10,009+214.3% | $11,431+175.2% |