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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 | $175,437 | $138,076+27.1% | $123,553+42.0% | $135,380+29.6% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $16,584 | $5,152+221.9% | $4,628+258.3% | $4,779+247.0% |
| Participant deferral / active EE | $11,059 | $6,800+62.6% | $6,426+72.1% | $5,609+97.2% |
| Admin fee / account holder | $9,075 | $10,917-16.9% | $9,284-2.3% | $10,828-16.2% |