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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 | $191,495 | $138,114+38.6% | $125,391+52.7% | $134,545+42.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.51% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $6,955 | $5,246+32.6% | $4,816+44.4% | $4,742+46.7% |
| Participant deferral / active EE | $5,644 | $7,801-27.6% | $7,448-24.2% | $6,401-11.8% |
| Admin fee / account holder | $14,070 | $11,570+21.6% | $10,009+40.6% | $11,431+23.1% |