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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 | $123,330 | $97,732+26.2% | $83,831+47.1% | $135,380-8.9% |
| Participation rate | 82.4% | 80.0%+2.4pp | 76.1%+6.2pp | 82.6%-0.3pp |
| Annual return | -9.61% | 1287.56%-1297.2pp | 850.99%-860.6pp | 519.81%-529.4pp |
| Employer contribution / active EE | $6,987 | $4,222+65.5% | $3,631+92.4% | $4,779+46.2% |
| Participant deferral / active EE | $5,180 | $4,683+10.6% | $4,082+26.9% | $5,609-7.7% |
| Admin fee / account holder | $2,193 | $6,675-67.1% | $5,479-60.0% | $10,828-79.7% |