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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 | $212,084 | $138,102+53.6% | $125,381+69.2% | $134,532+57.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.04% | 750.73%-767.8pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $6,500 | $5,245+23.9% | $4,815+35.0% | $4,741+37.1% |
| Participant deferral / active EE | $9,551 | $7,801+22.4% | $7,448+28.2% | $6,401+49.2% |
| Admin fee / account holder | $112,886 | $11,568+875.8% | $10,007+1028.1% | $11,429+887.8% |