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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 | $209,363 | $138,114+51.6% | $125,391+67.0% | $134,545+55.6% |
| Participation rate | 82.6% | 84.5%-1.9pp | 82.4%+0.2pp | 81.2%+1.4pp |
| Annual return | -18.38% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $4,489 | $5,246-14.4% | $4,816-6.8% | $4,742-5.3% |
| Participant deferral / active EE | $3,993 | $7,801-48.8% | $7,448-46.4% | $6,401-37.6% |
| Admin fee / account holder | $34,042 | $11,570+194.2% | $10,009+240.1% | $11,431+197.8% |