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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 | $176,388 | $99,647+77.0% | $86,439+104.1% | $134,509+31.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -16.53% | 6784.13%-6800.7pp | 4395.55%-4412.1pp | 418.13%-434.7pp |
| Employer contribution / active EE | $4,019 | $4,401-8.7% | $3,769+6.6% | $4,741-15.2% |
| Participant deferral / active EE | $14,228 | $7,246+96.3% | $6,952+104.7% | $6,400+122.3% |
| Admin fee / account holder | $670 | $8,373-92.0% | $6,732-90.1% | $11,427-94.1% |