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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 | $137,984 | $97,732+41.2% | $83,831+64.6% | $135,380+1.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -4.70% | 1287.56%-1292.3pp | 850.99%-855.7pp | 519.81%-524.5pp |
| Employer contribution / active EE | $3,396 | $4,222-19.6% | $3,631-6.5% | $4,779-28.9% |
| Participant deferral / active EE | $12,213 | $4,683+160.8% | $4,082+199.2% | $5,609+117.7% |
| Admin fee / account holder | $37,102 | $6,675+455.9% | $5,479+577.2% | $10,828+242.6% |