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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 | $95,997 | $97,729-1.8% | $83,830+14.5% | $135,379-29.1% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -4.83% | 1287.52%-1292.3pp | 850.97%-855.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $10,909 | $4,222+158.4% | $3,631+200.4% | $4,779+128.3% |
| Participant deferral / active EE | $1,247 | $4,683-73.4% | $4,082-69.5% | $5,609-77.8% |
| Admin fee / account holder | $6,869 | $6,674+2.9% | $5,479+25.4% | $10,828-36.6% |