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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 | $131,073 | $84,685+54.8% | $73,836+77.5% | $125,389+4.5% |
| Participation rate | 93.8% | 76.8%+17.0pp | 73.4%+20.3pp | 83.2%+10.6pp |
| Annual return | -1.84% | 3123.80%-3125.6pp | 2268.06%-2269.9pp | 282.24%-284.1pp |
| Employer contribution / active EE | $5,271 | $3,123+68.8% | $2,787+89.1% | $4,866+8.3% |
| Participant deferral / active EE | $10,579 | $3,993+165.0% | $3,583+195.3% | $5,352+97.7% |
| Admin fee / account holder | $5,121 | $5,694-10.1% | $4,882+4.9% | $9,541-46.3% |