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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 | $212,485 | $97,729+117.4% | $83,830+153.5% | $135,379+57.0% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.58% | 1287.52%-1294.1pp | 850.97%-857.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $2,157 | $4,222-48.9% | $3,631-40.6% | $4,779-54.9% |
| Participant deferral / active EE | $2,643 | $4,683-43.6% | $4,082-35.3% | $5,609-52.9% |
| Admin fee / account holder | $6,284 | $6,674-5.9% | $5,479+14.7% | $10,828-42.0% |