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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 | $188,920 | $97,759+93.3% | $83,849+125.3% | $135,377+39.6% |
| Participation rate | 78.6% | 79.9%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -6.79% | 1287.41%-1294.2pp | 850.91%-857.7pp | 519.75%-526.5pp |
| Employer contribution / active EE | $3,574 | $4,222-15.4% | $3,631-1.6% | $4,779-25.2% |
| Participant deferral / active EE | $5,770 | $4,682+23.2% | $4,082+41.4% | $5,609+2.9% |
| Admin fee / account holder | $9,745 | $6,674+46.0% | $5,478+77.9% | $10,828-10.0% |