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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 | $226,145 | $190,916+18.5% | $160,037+41.3% | $134,545+68.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.0%+16.8pp | 81.2%+13.5pp |
| Annual return | -19.12% | 552.79%-571.9pp | 408.95%-428.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $9,694 | $4,996+94.0% | $4,226+129.4% | $4,742+104.4% |
| Participant deferral / active EE | $11,540 | $6,925+66.7% | $6,184+86.6% | $6,401+80.3% |
| Admin fee / account holder | $414 | $10,497-96.1% | $8,716-95.3% | $11,431-96.4% |