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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 | $200,311 | $97,732+105.0% | $83,831+138.9% | $135,380+48.0% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -8.44% | 1287.56%-1296.0pp | 850.99%-859.4pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,987 | $4,222-52.9% | $3,631-45.3% | $4,779-58.4% |
| Participant deferral / active EE | $4,231 | $4,683-9.7% | $4,082+3.6% | $5,609-24.6% |
| Admin fee / account holder | $751 | $6,675-88.7% | $5,479-86.3% | $10,828-93.1% |