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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 | $99,668+42.1% | $86,451+63.9% | $134,545+5.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.53% | 6789.61%-6806.1pp | 4398.51%-4415.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,519 | $4,403-42.8% | $3,770-33.2% | $4,742-46.9% |
| Participant deferral / active EE | $10,278 | $7,249+41.8% | $6,953+47.8% | $6,401+60.6% |
| Admin fee / account holder | $1,397 | $8,377-83.3% | $6,734-79.3% | $11,431-87.8% |