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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 | $178,757 | $138,114+29.4% | $125,391+42.6% | $134,545+32.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.19% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $12,845 | $5,246+144.8% | $4,816+166.7% | $4,742+170.9% |
| Participant deferral / active EE | $11,938 | $7,801+53.0% | $7,448+60.3% | $6,401+86.5% |
| Admin fee / account holder | $17,696 | $11,570+52.9% | $10,009+76.8% | $11,431+54.8% |