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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 | $160,948 | $138,114+16.5% | $125,391+28.4% | $134,545+19.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -13.11% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $10,974 | $5,246+109.2% | $4,816+127.9% | $4,742+131.4% |
| Participant deferral / active EE | $9,639 | $7,801+23.6% | $7,448+29.4% | $6,401+50.6% |
| Admin fee / account holder | $2,970 | $11,570-74.3% | $10,009-70.3% | $11,431-74.0% |