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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 | $210,832 | $138,114+52.7% | $125,391+68.1% | $134,545+56.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.46% | 750.88%-767.3pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $2,527 | $5,246-51.8% | $4,816-47.5% | $4,742-46.7% |
| Participant deferral / active EE | $10,478 | $7,801+34.3% | $7,448+40.7% | $6,401+63.7% |
| Admin fee / account holder | $69,664 | $11,570+502.1% | $10,009+596.0% | $11,431+509.4% |