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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 | $189,312 | $180,459+4.9% | $154,108+22.8% | $135,380+39.8% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -2.56% | 888.21%-890.8pp | 735.21%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $10,583 | $6,035+75.4% | $5,298+99.8% | $4,779+121.5% |
| Participant deferral / active EE | $7,883 | $5,806+35.8% | $5,081+55.2% | $5,609+40.5% |
| Admin fee / account holder | $16,470 | $16,145+2.0% | $13,411+22.8% | $10,828+52.1% |