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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 | $193,638 | $180,466+7.3% | $154,114+25.6% | $135,382+43.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.66% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $24,875 | $6,035+312.2% | $5,298+369.5% | $4,779+420.5% |
| Participant deferral / active EE | $10,019 | $5,806+72.5% | $5,081+97.2% | $5,609+78.6% |
| Admin fee / account holder | $25,797 | $16,144+59.8% | $13,411+92.4% | $10,829+138.2% |