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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 | $175,894 | $97,732+80.0% | $83,831+109.8% | $135,380+29.9% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.01% | 1287.56%-1294.6pp | 850.99%-858.0pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,155 | $4,222-48.9% | $3,631-40.6% | $4,779-54.9% |
| Participant deferral / active EE | $8,294 | $4,683+77.1% | $4,082+103.2% | $5,609+47.9% |
| Admin fee / account holder | $658 | $6,675-90.1% | $5,479-88.0% | $10,828-93.9% |