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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 | $225,850 | $160,059+41.1% | $140,019+61.3% | $135,380+66.8% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.5%+8.3pp | 82.6%+13.2pp |
| Annual return | -7.64% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $32,101 | $6,420+400.0% | $5,605+472.7% | $4,779+571.7% |
| Participant deferral / active EE | $13,898 | $7,641+81.9% | $6,927+100.6% | $5,609+147.8% |
| Admin fee / account holder | $15,769 | $13,328+18.3% | $10,705+47.3% | $10,828+45.6% |