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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 | $191,596 | $138,102+38.7% | $125,381+52.8% | $134,532+42.4% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -17.99% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $10,654 | $5,245+103.1% | $4,815+121.2% | $4,741+124.7% |
| Participant deferral / active EE | $10,584 | $7,801+35.7% | $7,448+42.1% | $6,401+65.4% |
| Admin fee / account holder | $1,336 | $11,568-88.5% | $10,007-86.7% | $11,429-88.3% |