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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 | $243,754 | $97,732+149.4% | $83,831+190.8% | $135,380+80.1% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -2.46% | 1287.56%-1290.0pp | 850.99%-853.4pp | 519.81%-522.3pp |
| Employer contribution / active EE | $2,272 | $4,222-46.2% | $3,631-37.4% | $4,779-52.5% |
| Participant deferral / active EE | $10,462 | $4,683+123.4% | $4,082+156.3% | $5,609+86.5% |
| Admin fee / account holder | $7,661 | $6,675+14.8% | $5,479+39.8% | $10,828-29.2% |