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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 | $154,124 | $97,732+57.7% | $83,831+83.9% | $135,380+13.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -1.66% | 1287.56%-1289.2pp | 850.99%-852.6pp | 519.81%-521.5pp |
| Employer contribution / active EE | $9,102 | $4,222+115.6% | $3,631+150.7% | $4,779+90.5% |
| Participant deferral / active EE | $10,319 | $4,683+120.4% | $4,082+152.8% | $5,609+84.0% |
| Admin fee / account holder | $5,459 | $6,675-18.2% | $5,479-0.4% | $10,828-49.6% |