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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 | $197,418 | $97,732+102.0% | $83,831+135.5% | $135,380+45.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.00% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,493 | $4,222-41.0% | $3,631-31.3% | $4,779-47.8% |
| Participant deferral / active EE | $8,076 | $4,683+72.5% | $4,082+97.9% | $5,609+44.0% |
| Admin fee / account holder | $792 | $6,675-88.1% | $5,479-85.5% | $10,828-92.7% |