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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 | $163,828 | $97,729+67.6% | $83,830+95.4% | $135,379+21.0% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -5.45% | 1287.52%-1293.0pp | 850.97%-856.4pp | 519.79%-525.2pp |
| Employer contribution / active EE | $4,195 | $4,222-0.6% | $3,631+15.5% | $4,779-12.2% |
| Participant deferral / active EE | $7,858 | $4,683+67.8% | $4,082+92.5% | $5,609+40.1% |
| Admin fee / account holder | $5,635 | $6,674-15.6% | $5,479+2.9% | $10,828-48.0% |