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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 | $246,909 | $92,766+166.2% | $82,763+198.3% | $134,545+83.5% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -13.67% | 946.97%-960.6pp | 702.45%-716.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $11,111 | $3,273+239.5% | $3,008+269.3% | $4,742+134.3% |
| Participant deferral / active EE | $13,142 | $4,802+173.7% | $4,395+199.0% | $6,401+105.3% |
| Admin fee / account holder | $954 | $5,978-84.0% | $5,325-82.1% | $11,431-91.7% |