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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 | $92,777 | $97,761-5.1% | $83,850+10.6% | $135,382-31.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -7.91% | 1287.44%-1295.4pp | 850.92%-858.8pp | 519.77%-527.7pp |
| Employer contribution / active EE | $13,516 | $4,222+220.2% | $3,631+272.2% | $4,779+182.8% |
| Participant deferral / active EE | $5,823 | $4,682+24.4% | $4,082+42.7% | $5,609+3.8% |
| Admin fee / account holder | $766 | $6,674-88.5% | $5,478-86.0% | $10,829-92.9% |