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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 | $160,416 | $82,630+94.1% | $64,105+150.2% | $125,388+27.9% |
| Participation rate | 84.6% | 75.9%+8.8pp | 68.2%+16.4pp | 83.2%+1.4pp |
| Annual return | -1.71% | 1489.72%-1491.4pp | 791.24%-793.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,266 | $2,671-52.6% | $1,820-30.5% | $4,866-74.0% |
| Participant deferral / active EE | $6,069 | $3,608+68.2% | $2,822+115.1% | $5,352+13.4% |
| Admin fee / account holder | $6,551 | $6,382+2.7% | $4,499+45.6% | $9,541-31.3% |