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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 | $212,274 | $138,076+53.7% | $123,553+71.8% | $135,380+56.8% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -5.54% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $9,725 | $5,152+88.8% | $4,628+110.1% | $4,779+103.5% |
| Participant deferral / active EE | $10,461 | $6,800+53.8% | $6,426+62.8% | $5,609+86.5% |
| Admin fee / account holder | $13,771 | $10,917+26.1% | $9,284+48.3% | $10,828+27.2% |