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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 | $100,964 | $97,732+3.3% | $83,831+20.4% | $135,380-25.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.01% | 1287.56%-1291.6pp | 850.99%-855.0pp | 519.81%-523.8pp |
| Employer contribution / active EE | $7,743 | $4,222+83.4% | $3,631+113.2% | $4,779+62.0% |
| Participant deferral / active EE | $10,494 | $4,683+124.1% | $4,082+157.1% | $5,609+87.1% |
| Admin fee / account holder | $23,329 | $6,675+249.5% | $5,479+325.8% | $10,828+115.4% |