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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 | $190,862+18.5% | $159,991+41.3% | $134,509+68.1% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.0%+16.8pp | 81.2%+13.5pp |
| Annual return | -19.12% | 552.59%-571.7pp | 408.82%-427.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $9,694 | $4,995+94.1% | $4,225+129.4% | $4,741+104.5% |
| Participant deferral / active EE | $11,540 | $6,924+66.7% | $6,183+86.7% | $6,400+80.3% |
| Admin fee / account holder | $414 | $10,495-96.1% | $8,715-95.3% | $11,427-96.4% |