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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 | $212,022 | $138,114+53.5% | $125,391+69.1% | $134,545+57.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -17.78% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $10,687 | $5,246+103.7% | $4,816+121.9% | $4,742+125.4% |
| Participant deferral / active EE | $28,793 | $7,801+269.1% | $7,448+286.6% | $6,401+349.8% |
| Admin fee / account holder | $162,619 | $11,570+1305.5% | $10,009+1524.8% | $11,431+1322.7% |