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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 | $92,313 | $84,685+9.0% | $73,836+25.0% | $125,389-26.4% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.16% | 3123.80%-3124.0pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,395 | $3,123+8.7% | $2,787+21.8% | $4,866-30.2% |
| Participant deferral / active EE | $8,339 | $3,993+108.9% | $3,583+132.7% | $5,352+55.8% |
| Admin fee / account holder | $4,497 | $5,694-21.0% | $4,882-7.9% | $9,541-52.9% |