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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 | $228,541 | $138,114+65.5% | $125,391+82.3% | $134,545+69.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $8,051 | $5,246+53.5% | $4,816+67.2% | $4,742+69.8% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,193 | $11,570-46.5% | $10,009-38.1% | $11,431-45.8% |