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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 | $213,476 | $138,114+54.6% | $125,391+70.2% | $134,545+58.7% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -16.83% | 750.88%-767.7pp | 572.41%-589.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,204 | $5,246-19.9% | $4,816-12.7% | $4,742-11.3% |
| Participant deferral / active EE | $14,752 | $7,801+89.1% | $7,448+98.1% | $6,401+130.5% |
| Admin fee / account holder | $25,303 | $11,570+118.7% | $10,009+152.8% | $11,431+121.4% |