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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 | $196,490 | $138,114+42.3% | $125,391+56.7% | $134,545+46.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.17% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $2,186 | $5,246-58.3% | $4,816-54.6% | $4,742-53.9% |
| Participant deferral / active EE | $11,486 | $7,801+47.2% | $7,448+54.2% | $6,401+79.4% |
| Admin fee / account holder | $52,884 | $11,570+357.1% | $10,009+428.4% | $11,431+362.7% |