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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 | $208,612 | $138,076+51.1% | $123,553+68.8% | $135,380+54.1% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -6.49% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,473 | $5,152+45.1% | $4,628+61.5% | $4,779+56.4% |
| Participant deferral / active EE | $13,325 | $6,800+96.0% | $6,426+107.4% | $5,609+137.6% |
| Admin fee / account holder | $16,523 | $10,917+51.4% | $9,284+78.0% | $10,828+52.6% |