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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 | $246,496 | $138,102+78.5% | $125,381+96.6% | $134,532+83.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -12.84% | 750.73%-763.6pp | 572.31%-585.1pp | 418.27%-431.1pp |
| Employer contribution / active EE | $6,509 | $5,245+24.1% | $4,815+35.2% | $4,741+37.3% |
| Participant deferral / active EE | $4,605 | $7,801-41.0% | $7,448-38.2% | $6,401-28.1% |
| Admin fee / account holder | $10,261 | $11,568-11.3% | $10,007+2.5% | $11,429-10.2% |