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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 | $180,519 | $138,114+30.7% | $125,391+44.0% | $134,545+34.2% |
| Participation rate | 94.4% | 84.5%+9.9pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -19.57% | 750.88%-770.5pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $9,759 | $5,246+86.0% | $4,816+102.6% | $4,742+105.8% |
| Participant deferral / active EE | $18,202 | $7,801+133.3% | $7,448+144.4% | $6,401+184.3% |
| Admin fee / account holder | $1,552 | $11,570-86.6% | $10,009-84.5% | $11,431-86.4% |