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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 | $151,032 | $97,759+54.5% | $83,849+80.1% | $135,377+11.6% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.08% | 1287.41%-1295.5pp | 850.91%-859.0pp | 519.75%-527.8pp |
| Employer contribution / active EE | $4,343 | $4,222+2.9% | $3,631+19.6% | $4,779-9.1% |
| Participant deferral / active EE | $10,101 | $4,682+115.7% | $4,082+147.5% | $5,609+80.1% |
| Admin fee / account holder | $1,453 | $6,674-78.2% | $5,478-73.5% | $10,828-86.6% |