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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 | $225,399 | $160,059+40.8% | $140,019+61.0% | $135,380+66.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -3.22% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,222 | $6,420-65.4% | $5,605-60.4% | $4,779-53.5% |
| Participant deferral / active EE | $2,836 | $7,641-62.9% | $6,927-59.1% | $5,609-49.4% |
| Admin fee / account holder | $14,482 | $13,328+8.7% | $10,705+35.3% | $10,828+33.7% |