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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 | $230,682 | $138,102+67.0% | $125,381+84.0% | $134,532+71.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.15% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $4,239 | $5,245-19.2% | $4,815-12.0% | $4,741-10.6% |
| Participant deferral / active EE | $11,126 | $7,801+42.6% | $7,448+49.4% | $6,401+73.8% |
| Admin fee / account holder | $385 | $11,568-96.7% | $10,007-96.2% | $11,429-96.6% |