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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 | $183,075 | $84,685+116.2% | $73,836+147.9% | $125,389+46.0% |
| Participation rate | 88.2% | 76.8%+11.5pp | 73.4%+14.8pp | 83.2%+5.0pp |
| Annual return | -0.38% | 3123.80%-3124.2pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $6,175 | $3,123+97.7% | $2,787+121.5% | $4,866+26.9% |
| Participant deferral / active EE | $3,177 | $3,993-20.4% | $3,583-11.3% | $5,352-40.6% |
| Admin fee / account holder | $3,697 | $5,694-35.1% | $4,882-24.3% | $9,541-61.2% |