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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 | $186,859 | $90,607+106.2% | $79,467+135.1% | $135,380+38.0% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -2.43% | 977.74%-980.2pp | 718.30%-720.7pp | 519.81%-522.2pp |
| Employer contribution / active EE | $4,357 | $3,068+42.0% | $2,800+55.6% | $4,779-8.8% |
| Participant deferral / active EE | $13,782 | $4,050+240.3% | $3,704+272.1% | $5,609+145.7% |
| Admin fee / account holder | $111,735 | $5,895+1795.4% | $5,104+2089.1% | $10,828+931.9% |