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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 | $206,212 | $97,761+110.9% | $83,850+145.9% | $135,382+52.3% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -5.43% | 1287.44%-1292.9pp | 850.92%-856.3pp | 519.77%-525.2pp |
| Employer contribution / active EE | $4,537 | $4,222+7.5% | $3,631+25.0% | $4,779-5.1% |
| Participant deferral / active EE | $12,545 | $4,682+167.9% | $4,082+207.3% | $5,609+123.7% |
| Admin fee / account holder | $11,351 | $6,674+70.1% | $5,478+107.2% | $10,829+4.8% |