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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 | $137,180 | $97,732+40.4% | $83,831+63.6% | $135,380+1.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.62% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,653 | $4,222-13.5% | $3,631+0.6% | $4,779-23.6% |
| Participant deferral / active EE | $8,786 | $4,683+87.6% | $4,082+115.2% | $5,609+56.6% |
| Admin fee / account holder | $5,284 | $6,675-20.8% | $5,479-3.6% | $10,828-51.2% |