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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 | $142,898 | $99,647+43.4% | $86,439+65.3% | $134,509+6.2% |
| Participation rate | 90.9% | 82.1%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.37% | 6784.13%-6800.5pp | 4395.55%-4411.9pp | 418.13%-434.5pp |
| Employer contribution / active EE | $3,471 | $4,401-21.1% | $3,769-7.9% | $4,741-26.8% |
| Participant deferral / active EE | $7,562 | $7,246+4.4% | $6,952+8.8% | $6,400+18.1% |
| Admin fee / account holder | $9,800 | $8,373+17.0% | $6,732+45.6% | $11,427-14.2% |