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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 | $209,303 | $99,668+110.0% | $86,451+142.1% | $134,545+55.6% |
| Participation rate | 85.7% | 82.1%+3.6pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.73% | 6789.61%-6807.3pp | 4398.51%-4416.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $2,815 | $4,403-36.1% | $3,770-25.3% | $4,742-40.6% |
| Participant deferral / active EE | $10,978 | $7,249+51.4% | $6,953+57.9% | $6,401+71.5% |
| Admin fee / account holder | $9,709 | $8,377+15.9% | $6,734+44.2% | $11,431-15.1% |