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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 | $155,781 | $97,729+59.4% | $83,830+85.8% | $135,379+15.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -4.84% | 1287.52%-1292.4pp | 850.97%-855.8pp | 519.79%-524.6pp |
| Employer contribution / active EE | $3,956 | $4,222-6.3% | $3,631+9.0% | $4,779-17.2% |
| Participant deferral / active EE | $11,192 | $4,683+139.0% | $4,082+174.2% | $5,609+99.5% |
| Admin fee / account holder | $1,190 | $6,674-82.2% | $5,479-78.3% | $10,828-89.0% |