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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 | $226,916 | $97,732+132.2% | $83,831+170.7% | $135,380+67.6% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -6.37% | 1287.56%-1293.9pp | 850.99%-857.4pp | 519.81%-526.2pp |
| Employer contribution / active EE | $8,448 | $4,222+100.1% | $3,631+132.6% | $4,779+76.8% |
| Participant deferral / active EE | $12,122 | $4,683+158.9% | $4,082+197.0% | $5,609+116.1% |
| Admin fee / account holder | $7,074 | $6,675+6.0% | $5,479+29.1% | $10,828-34.7% |