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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 | $209,993 | $84,685+148.0% | $73,836+184.4% | $125,389+67.5% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -1.42% | 3123.80%-3125.2pp | 2268.06%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,914 | $3,123-6.7% | $2,787+4.6% | $4,866-40.1% |
| Participant deferral / active EE | $8,411 | $3,993+110.7% | $3,583+134.8% | $5,352+57.2% |
| Admin fee / account holder | $19,412 | $5,694+240.9% | $4,882+297.6% | $9,541+103.5% |