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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 | $99,436 | $99,668-0.2% | $86,451+15.0% | $134,545-26.1% |
| Participation rate | 91.3% | 82.1%+9.2pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -19.97% | 6789.61%-6809.6pp | 4398.51%-4418.5pp | 418.37%-438.3pp |
| Employer contribution / active EE | $3,149 | $4,403-28.5% | $3,770-16.5% | $4,742-33.6% |
| Participant deferral / active EE | $9,895 | $7,249+36.5% | $6,953+42.3% | $6,401+54.6% |
| Admin fee / account holder | $3,859 | $8,377-53.9% | $6,734-42.7% | $11,431-66.2% |