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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 | $98,153 | $84,685+15.9% | $73,836+32.9% | $125,389-21.7% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | -0.19% | 3123.80%-3124.0pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,824 | $3,123+150.5% | $2,787+180.7% | $4,866+60.8% |
| Participant deferral / active EE | $9,758 | $3,993+144.4% | $3,583+172.3% | $5,352+82.3% |
| Admin fee / account holder | $4,178 | $5,694-26.6% | $4,882-14.4% | $9,541-56.2% |