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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 | $92,684+133.0% | $82,706+161.1% | $134,509+60.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -18.97% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $9,023 | $3,272+175.8% | $3,007+200.0% | $4,741+90.3% |
| Participant deferral / active EE | $6,396 | $4,800+33.3% | $4,394+45.6% | $6,400-0.1% |
| Admin fee / account holder | $742 | $5,982-87.6% | $5,329-86.1% | $11,427-93.5% |