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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 | $91,318 | $84,685+7.8% | $73,836+23.7% | $125,389-27.2% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -3.14% | 3123.80%-3126.9pp | 2268.06%-2271.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,412 | $3,123-22.8% | $2,787-13.5% | $4,866-50.4% |
| Participant deferral / active EE | $6,146 | $3,993+53.9% | $3,583+71.5% | $5,352+14.8% |
| Admin fee / account holder | $47,751 | $5,694+738.6% | $4,882+878.1% | $9,541+400.5% |