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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 | $132,009 | $82,630+59.8% | $64,105+105.9% | $125,389+5.3% |
| Participation rate | 77.3% | 75.9%+1.4pp | 68.2%+9.1pp | 83.2%-5.9pp |
| Annual return | -0.26% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,842 | $2,671+43.8% | $1,820+111.1% | $4,866-21.0% |
| Participant deferral / active EE | $6,513 | $3,608+80.5% | $2,822+130.8% | $5,352+21.7% |
| Admin fee / account holder | $1,301 | $6,382-79.6% | $4,499-71.1% | $9,541-86.4% |