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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 | $89,471 | $101,283-11.7% | $75,826+18.0% | $135,380-33.9% |
| Participation rate | 83.3% | 72.7%+10.6pp | 68.2%+15.1pp | 82.6%+0.7pp |
| Annual return | -6.23% | 3384.62%-3390.8pp | 1914.15%-1920.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $12,147 | $2,382+409.9% | $1,913+534.9% | $4,779+154.2% |
| Participant deferral / active EE | $11,814 | $3,469+240.6% | $2,862+312.7% | $5,609+110.6% |
| Admin fee / account holder | $1,977 | $6,539-69.8% | $4,726-58.2% | $10,828-81.7% |