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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 | $249,823 | $97,732+155.6% | $83,831+198.0% | $135,380+84.5% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -6.75% | 1287.56%-1294.3pp | 850.99%-857.7pp | 519.81%-526.6pp |
| Employer contribution / active EE | $8,639 | $4,222+104.6% | $3,631+137.9% | $4,779+80.8% |
| Participant deferral / active EE | $7,992 | $4,683+70.7% | $4,082+95.8% | $5,609+42.5% |
| Admin fee / account holder | $6,048 | $6,675-9.4% | $5,479+10.4% | $10,828-44.1% |