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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 | $229,977 | $138,102+66.5% | $125,381+83.4% | $134,532+70.9% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -17.40% | 750.73%-768.1pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $3,031 | $5,245-42.2% | $4,815-37.1% | $4,741-36.1% |
| Participant deferral / active EE | $9,344 | $7,801+19.8% | $7,448+25.5% | $6,401+46.0% |
| Admin fee / account holder | $11,996 | $11,568+3.7% | $10,007+19.9% | $11,429+5.0% |