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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 | $189,228 | $99,644+89.9% | $86,438+118.9% | $134,532+40.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -10.00% | 6787.26%-6797.3pp | 4397.19%-4407.2pp | 418.27%-428.3pp |
| Employer contribution / active EE | $3,980 | $4,402-9.6% | $3,769+5.6% | $4,741-16.0% |
| Participant deferral / active EE | $14,052 | $7,247+93.9% | $6,952+102.1% | $6,401+119.5% |
| Admin fee / account holder | $12,583 | $8,375+50.2% | $6,733+86.9% | $11,429+10.1% |