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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 | $165,259 | $138,078+19.7% | $125,363+31.8% | $134,509+22.9% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -12.08% | 750.49%-762.6pp | 572.15%-584.2pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,728 | $5,245-67.1% | $4,815-64.1% | $4,741-63.6% |
| Participant deferral / active EE | $14,793 | $7,800+89.7% | $7,447+98.6% | $6,400+131.1% |
| Admin fee / account holder | $21,974 | $11,566+90.0% | $10,005+119.6% | $11,427+92.3% |