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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 | $101,963 | $97,729+4.3% | $83,830+21.6% | $135,379-24.7% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.84% | 1287.52%-1296.4pp | 850.97%-859.8pp | 519.79%-528.6pp |
| Employer contribution / active EE | $8,375 | $4,222+98.4% | $3,631+130.7% | $4,779+75.3% |
| Participant deferral / active EE | $5,960 | $4,683+27.3% | $4,082+46.0% | $5,609+6.3% |
| Admin fee / account holder | $9,686 | $6,674+45.1% | $5,479+76.8% | $10,828-10.5% |