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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 | $190,315 | $97,732+94.7% | $83,831+127.0% | $135,380+40.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.27% | 1287.56%-1293.8pp | 850.99%-857.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,715 | $4,222-35.7% | $3,631-25.2% | $4,779-43.2% |
| Participant deferral / active EE | $7,461 | $4,683+59.3% | $4,082+82.8% | $5,609+33.0% |
| Admin fee / account holder | $552 | $6,675-91.7% | $5,479-89.9% | $10,828-94.9% |