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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 | $168,832 | $92,684+82.2% | $82,706+104.1% | $134,509+25.5% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.63% | 945.84%-964.5pp | 701.76%-720.4pp | 418.13%-436.8pp |
| Employer contribution / active EE | $8,880 | $3,272+171.4% | $3,007+195.3% | $4,741+87.3% |
| Participant deferral / active EE | $9,943 | $4,800+107.2% | $4,394+126.3% | $6,400+55.4% |
| Admin fee / account holder | $17,288 | $5,982+189.0% | $5,329+224.4% | $11,427+51.3% |