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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 | $239,849 | $138,102+73.7% | $125,381+91.3% | $134,532+78.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -16.30% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $12,655 | $5,245+141.3% | $4,815+162.8% | $4,741+166.9% |
| Participant deferral / active EE | $6,888 | $7,801-11.7% | $7,448-7.5% | $6,401+7.6% |
| Admin fee / account holder | $6,322 | $11,568-45.4% | $10,007-36.8% | $11,429-44.7% |