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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 | $91,215 | $97,729-6.7% | $83,830+8.8% | $135,379-32.6% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -4.27% | 1287.52%-1291.8pp | 850.97%-855.2pp | 519.79%-524.1pp |
| Employer contribution / active EE | $9,746 | $4,222+130.8% | $3,631+168.4% | $4,779+103.9% |
| Participant deferral / active EE | $6,750 | $4,683+44.1% | $4,082+65.4% | $5,609+20.3% |
| Admin fee / account holder | $741 | $6,674-88.9% | $5,479-86.5% | $10,828-93.2% |