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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 | $90,601 | $97,732-7.3% | $83,831+8.1% | $135,380-33.1% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -1.56% | 1287.56%-1289.1pp | 850.99%-852.5pp | 519.81%-521.4pp |
| Employer contribution / active EE | $8,058 | $4,222+90.8% | $3,631+121.9% | $4,779+68.6% |
| Participant deferral / active EE | $4,010 | $4,683-14.4% | $4,082-1.8% | $5,609-28.5% |
| Admin fee / account holder | $10,714 | $6,675+60.5% | $5,479+95.5% | $10,828-1.1% |