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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 | $215,597 | $160,059+34.7% | $140,019+54.0% | $135,380+59.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -5.22% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $2,108 | $6,420-67.2% | $5,605-62.4% | $4,779-55.9% |
| Participant deferral / active EE | $4,782 | $7,641-37.4% | $6,927-31.0% | $5,609-14.7% |
| Admin fee / account holder | $20,858 | $13,328+56.5% | $10,705+94.8% | $10,828+92.6% |