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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 | $197,792 | $138,114+43.2% | $125,391+57.7% | $134,545+47.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -14.21% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $2,323 | $5,246-55.7% | $4,816-51.8% | $4,742-51.0% |
| Participant deferral / active EE | $4,190 | $7,801-46.3% | $7,448-43.7% | $6,401-34.5% |
| Admin fee / account holder | $1,038 | $11,570-91.0% | $10,009-89.6% | $11,431-90.9% |