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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 | $242,411 | $138,076+75.6% | $123,553+96.2% | $135,380+79.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -3.83% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $4,956 | $5,152-3.8% | $4,628+7.1% | $4,779+3.7% |
| Participant deferral / active EE | $11,203 | $6,800+64.8% | $6,426+74.3% | $5,609+99.7% |
| Admin fee / account holder | $130,691 | $10,917+1097.2% | $9,284+1307.6% | $10,828+1107.0% |