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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 | $95,606 | $97,732-2.2% | $83,831+14.0% | $135,380-29.4% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -5.99% | 1287.56%-1293.5pp | 850.99%-857.0pp | 519.81%-525.8pp |
| Employer contribution / active EE | $11,017 | $4,222+160.9% | $3,631+203.4% | $4,779+130.5% |
| Participant deferral / active EE | $8,319 | $4,683+77.6% | $4,082+103.8% | $5,609+48.3% |
| Admin fee / account holder | $1,941 | $6,675-70.9% | $5,479-64.6% | $10,828-82.1% |