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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 | $131,267 | $97,732+34.3% | $83,831+56.6% | $135,380-3.0% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -6.94% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,666 | $4,222-13.2% | $3,631+1.0% | $4,779-23.3% |
| Participant deferral / active EE | $8,380 | $4,683+78.9% | $4,082+105.3% | $5,609+49.4% |
| Admin fee / account holder | $678 | $6,675-89.8% | $5,479-87.6% | $10,828-93.7% |