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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 | $80,106 | $97,732-18.0% | $83,831-4.4% | $135,380-40.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.73% | 1287.56%-1294.3pp | 850.99%-857.7pp | 519.81%-526.5pp |
| Employer contribution / active EE | $7,677 | $4,222+81.8% | $3,631+111.4% | $4,779+60.7% |
| Participant deferral / active EE | $3,865 | $4,683-17.5% | $4,082-5.3% | $5,609-31.1% |
| Admin fee / account holder | $978 | $6,675-85.3% | $5,479-82.1% | $10,828-91.0% |