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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 | $98,869 | $97,732+1.2% | $83,831+17.9% | $135,380-27.0% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -9.07% | 1287.56%-1296.6pp | 850.99%-860.1pp | 519.81%-528.9pp |
| Employer contribution / active EE | $12,270 | $4,222+190.6% | $3,631+237.9% | $4,779+156.8% |
| Participant deferral / active EE | $3,487 | $4,683-25.5% | $4,082-14.6% | $5,609-37.8% |
| Admin fee / account holder | $1,601 | $6,675-76.0% | $5,479-70.8% | $10,828-85.2% |