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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 | $247,785 | $160,059+54.8% | $140,019+77.0% | $135,379+83.0% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.5%+8.0pp | 82.6%+12.8pp |
| Annual return | -6.29% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.1pp |
| Employer contribution / active EE | $13,878 | $6,420+116.2% | $5,605+147.6% | $4,779+190.4% |
| Participant deferral / active EE | $14,705 | $7,641+92.4% | $6,927+112.3% | $5,609+162.2% |
| Admin fee / account holder | $24,989 | $13,328+87.5% | $10,705+133.4% | $10,828+130.8% |