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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 | $249,295 | $97,732+155.1% | $83,831+197.4% | $135,380+84.1% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -8.66% | 1287.56%-1296.2pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,982 | $4,222-53.1% | $3,631-45.4% | $4,779-58.5% |
| Participant deferral / active EE | $6,626 | $4,683+41.5% | $4,082+62.3% | $5,609+18.1% |
| Admin fee / account holder | $1,290 | $6,675-80.7% | $5,479-76.5% | $10,828-88.1% |