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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 | $230,643 | $138,102+67.0% | $125,381+84.0% | $134,532+71.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.81% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $11,685 | $5,245+122.8% | $4,815+142.7% | $4,741+146.5% |
| Participant deferral / active EE | $11,289 | $7,801+44.7% | $7,448+51.6% | $6,401+76.4% |
| Admin fee / account holder | $7,381 | $11,568-36.2% | $10,007-26.2% | $11,429-35.4% |