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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 | $186,810 | $138,114+35.3% | $125,391+49.0% | $134,545+38.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -17.59% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $6,267 | $5,246+19.5% | $4,816+30.1% | $4,742+32.2% |
| Participant deferral / active EE | $18,973 | $7,801+143.2% | $7,448+154.7% | $6,401+196.4% |
| Admin fee / account holder | $73,261 | $11,570+533.2% | $10,009+632.0% | $11,431+540.9% |