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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 | $190,472 | $97,761+94.8% | $83,850+127.2% | $135,382+40.7% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -7.43% | 1287.44%-1294.9pp | 850.92%-858.4pp | 519.77%-527.2pp |
| Employer contribution / active EE | $9,302 | $4,222+120.3% | $3,631+156.2% | $4,779+94.6% |
| Participant deferral / active EE | $6,562 | $4,682+40.1% | $4,082+60.8% | $5,609+17.0% |
| Admin fee / account holder | $2,175 | $6,674-67.4% | $5,478-60.3% | $10,829-79.9% |