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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 | $152,368 | $92,684+64.4% | $82,706+84.2% | $134,509+13.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -12.42% | 945.84%-958.3pp | 701.76%-714.2pp | 418.13%-430.6pp |
| Employer contribution / active EE | $7,426 | $3,272+127.0% | $3,007+146.9% | $4,741+56.6% |
| Participant deferral / active EE | $9,912 | $4,800+106.5% | $4,394+125.6% | $6,400+54.9% |
| Admin fee / account holder | $2,412 | $5,982-59.7% | $5,329-54.7% | $11,427-78.9% |