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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 | $208,258 | $138,114+50.8% | $125,391+66.1% | $134,545+54.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.19% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $16,697 | $5,246+218.3% | $4,816+246.7% | $4,742+252.1% |
| Participant deferral / active EE | $11,438 | $7,801+46.6% | $7,448+53.6% | $6,401+78.7% |
| Admin fee / account holder | $20,042 | $11,570+73.2% | $10,009+100.2% | $11,431+75.3% |