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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 | $113,869 | $97,732+16.5% | $83,831+35.8% | $135,380-15.9% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -5.39% | 1287.56%-1292.9pp | 850.99%-856.4pp | 519.81%-525.2pp |
| Employer contribution / active EE | $4,673 | $4,222+10.7% | $3,631+28.7% | $4,779-2.2% |
| Participant deferral / active EE | $6,196 | $4,683+32.3% | $4,082+51.8% | $5,609+10.5% |
| Admin fee / account holder | $14,084 | $6,675+111.0% | $5,479+157.1% | $10,828+30.1% |