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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 | $108,566 | $97,729+11.1% | $83,830+29.5% | $135,379-19.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.63% | 1287.52%-1295.2pp | 850.97%-858.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $7,701 | $4,222+82.4% | $3,631+112.1% | $4,779+61.1% |
| Participant deferral / active EE | $6,060 | $4,683+29.4% | $4,082+48.5% | $5,609+8.0% |
| Admin fee / account holder | $626 | $6,674-90.6% | $5,479-88.6% | $10,828-94.2% |