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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 | $173,092 | $97,732+77.1% | $83,831+106.5% | $135,380+27.9% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -6.61% | 1287.56%-1294.2pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $8,884 | $4,222+110.4% | $3,631+144.7% | $4,779+85.9% |
| Participant deferral / active EE | $6,906 | $4,683+47.5% | $4,082+69.2% | $5,609+23.1% |
| Admin fee / account holder | $4,981 | $6,675-25.4% | $5,479-9.1% | $10,828-54.0% |