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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 | $215,821 | $138,114+56.3% | $125,391+72.1% | $134,545+60.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -15.11% | 750.88%-766.0pp | 572.41%-587.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $4,688 | $5,246-10.6% | $4,816-2.7% | $4,742-1.1% |
| Participant deferral / active EE | $7,423 | $7,801-4.8% | $7,448-0.3% | $6,401+16.0% |
| Admin fee / account holder | $1,041 | $11,570-91.0% | $10,009-89.6% | $11,431-90.9% |