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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 | $97,388 | $84,685+15.0% | $73,836+31.9% | $125,389-22.3% |
| Participation rate | 92.9% | 76.8%+16.1pp | 73.4%+19.4pp | 83.2%+9.7pp |
| Annual return | -1.78% | 3123.80%-3125.6pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $1,749 | $3,123-44.0% | $2,787-37.2% | $4,866-64.1% |
| Participant deferral / active EE | $4,998 | $3,993+25.2% | $3,583+39.5% | $5,352-6.6% |
| Admin fee / account holder | $7,327 | $5,694+28.7% | $4,882+50.1% | $9,541-23.2% |