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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 | $141,664 | $99,647+42.2% | $86,439+63.9% | $134,509+5.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.53% | 6784.13%-6800.7pp | 4395.55%-4412.1pp | 418.13%-434.7pp |
| Employer contribution / active EE | $2,519 | $4,401-42.8% | $3,769-33.2% | $4,741-46.9% |
| Participant deferral / active EE | $10,278 | $7,246+41.8% | $6,952+47.9% | $6,400+60.6% |
| Admin fee / account holder | $1,397 | $8,373-83.3% | $6,732-79.2% | $11,427-87.8% |