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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 | $90,341 | $97,759-7.6% | $83,849+7.7% | $135,377-33.3% |
| Participation rate | 88.9% | 79.9%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -2.67% | 1287.41%-1290.1pp | 850.91%-853.6pp | 519.75%-522.4pp |
| Employer contribution / active EE | $12,823 | $4,222+203.7% | $3,631+253.2% | $4,779+168.3% |
| Participant deferral / active EE | $3,755 | $4,682-19.8% | $4,082-8.0% | $5,609-33.1% |
| Admin fee / account holder | $627 | $6,674-90.6% | $5,478-88.6% | $10,828-94.2% |