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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 | $229,080 | $97,732+134.4% | $83,831+173.3% | $135,380+69.2% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -6.16% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $9,918 | $4,222+134.9% | $3,631+173.1% | $4,779+107.5% |
| Participant deferral / active EE | $12,748 | $4,683+172.2% | $4,082+212.3% | $5,609+127.3% |
| Admin fee / account holder | $1,412 | $6,675-78.8% | $5,479-74.2% | $10,828-87.0% |