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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 | $84,492 | $97,732-13.5% | $83,831+0.8% | $135,380-37.6% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -7.82% | 1287.56%-1295.4pp | 850.99%-858.8pp | 519.81%-527.6pp |
| Employer contribution / active EE | $8,409 | $4,222+99.2% | $3,631+131.6% | $4,779+76.0% |
| Participant deferral / active EE | $2,964 | $4,683-36.7% | $4,082-27.4% | $5,609-47.2% |
| Admin fee / account holder | $7,865 | $6,675+17.8% | $5,479+43.6% | $10,828-27.4% |