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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 | $126,212 | $97,732+29.1% | $83,831+50.6% | $135,380-6.8% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -7.05% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.9pp |
| Employer contribution / active EE | $4,320 | $4,222+2.3% | $3,631+19.0% | $4,779-9.6% |
| Participant deferral / active EE | $5,543 | $4,683+18.4% | $4,082+35.8% | $5,609-1.2% |
| Admin fee / account holder | $3,092 | $6,675-53.7% | $5,479-43.6% | $10,828-71.4% |