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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 | $166,790 | $97,732+70.7% | $83,831+99.0% | $135,380+23.2% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.41% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $4,609 | $4,222+9.2% | $3,631+26.9% | $4,779-3.6% |
| Participant deferral / active EE | $9,715 | $4,683+107.5% | $4,082+138.0% | $5,609+73.2% |
| Admin fee / account holder | $3,760 | $6,675-43.7% | $5,479-31.4% | $10,828-65.3% |