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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 | $125,328 | $97,732+28.2% | $83,831+49.5% | $135,380-7.4% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -7.52% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $11,572 | $4,222+174.1% | $3,631+218.7% | $4,779+142.2% |
| Participant deferral / active EE | $4,089 | $4,683-12.7% | $4,082+0.2% | $5,609-27.1% |
| Admin fee / account holder | $14,668 | $6,675+119.8% | $5,479+167.7% | $10,828+35.5% |