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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 | $117,484 | $99,668+17.9% | $86,451+35.9% | $134,545-12.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -19.42% | 6789.61%-6809.0pp | 4398.51%-4417.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,524 | $4,403-65.4% | $3,770-59.6% | $4,742-67.9% |
| Participant deferral / active EE | $6,904 | $7,249-4.8% | $6,953-0.7% | $6,401+7.9% |
| Admin fee / account holder | $5,037 | $8,377-39.9% | $6,734-25.2% | $11,431-55.9% |