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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 | $248,614 | $168,635+47.4% | $147,617+68.4% | $125,389+98.3% |
| Participation rate | 95.7% | 88.8%+6.9pp | 84.6%+11.0pp | 83.2%+12.5pp |
| Annual return | -2.46% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $14,004 | $6,252+124.0% | $5,564+151.7% | $4,866+187.8% |
| Participant deferral / active EE | $8,800 | $5,507+59.8% | $4,895+79.8% | $5,352+64.4% |
| Admin fee / account holder | $56,716 | $13,580+317.6% | $11,612+388.4% | $9,541+494.5% |