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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 | $198,633 | $138,102+43.8% | $125,381+58.4% | $134,532+47.6% |
| Participation rate | 94.7% | 84.5%+10.2pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -16.14% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $3,587 | $5,245-31.6% | $4,815-25.5% | $4,741-24.3% |
| Participant deferral / active EE | $12,489 | $7,801+60.1% | $7,448+67.7% | $6,401+95.1% |
| Admin fee / account holder | $62,094 | $11,568+436.8% | $10,007+520.5% | $11,429+443.3% |