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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 | $119,482 | $97,732+22.3% | $83,831+42.5% | $135,380-11.7% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.75% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,374 | $4,222-67.5% | $3,631-62.2% | $4,779-71.2% |
| Participant deferral / active EE | $6,244 | $4,683+33.3% | $4,082+53.0% | $5,609+11.3% |
| Admin fee / account holder | $2,686 | $6,675-59.8% | $5,479-51.0% | $10,828-75.2% |