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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 | $128,500 | $97,732+31.5% | $83,831+53.3% | $135,380-5.1% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -4.79% | 1287.56%-1292.3pp | 850.99%-855.8pp | 519.81%-524.6pp |
| Employer contribution / active EE | $9,399 | $4,222+122.6% | $3,631+158.8% | $4,779+96.7% |
| Participant deferral / active EE | $3,617 | $4,683-22.8% | $4,082-11.4% | $5,609-35.5% |
| Admin fee / account holder | $9,482 | $6,675+42.1% | $5,479+73.1% | $10,828-12.4% |