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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 | $216,136 | $97,761+121.1% | $83,850+157.8% | $135,382+59.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -2.67% | 1287.44%-1290.1pp | 850.92%-853.6pp | 519.77%-522.4pp |
| Employer contribution / active EE | $1,879 | $4,222-55.5% | $3,631-48.2% | $4,779-60.7% |
| Participant deferral / active EE | $13,300 | $4,682+184.0% | $4,082+225.8% | $5,609+137.1% |
| Admin fee / account holder | $1,204 | $6,674-82.0% | $5,478-78.0% | $10,829-88.9% |