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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 | $199,207 | $97,732+103.8% | $83,831+137.6% | $135,380+47.1% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -4.83% | 1287.56%-1292.4pp | 850.99%-855.8pp | 519.81%-524.6pp |
| Employer contribution / active EE | $11,315 | $4,222+168.0% | $3,631+211.6% | $4,779+136.8% |
| Participant deferral / active EE | $6,705 | $4,683+43.2% | $4,082+64.3% | $5,609+19.5% |
| Admin fee / account holder | $1,294 | $6,675-80.6% | $5,479-76.4% | $10,828-88.0% |