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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 | $215,969 | $92,743+132.9% | $82,744+161.0% | $134,532+60.5% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -18.97% | 946.63%-965.6pp | 702.22%-721.2pp | 418.27%-437.2pp |
| Employer contribution / active EE | $9,023 | $3,273+175.7% | $3,008+200.0% | $4,741+90.3% |
| Participant deferral / active EE | $6,396 | $4,802+33.2% | $4,395+45.5% | $6,401-0.1% |
| Admin fee / account holder | $742 | $5,977-87.6% | $5,325-86.1% | $11,429-93.5% |