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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 | $94,276 | $84,697+11.3% | $73,845+27.7% | $125,393-24.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.25% | 3123.66%-3125.9pp | 2267.91%-2270.2pp | 282.23%-284.5pp |
| Employer contribution / active EE | $4,795 | $3,123+53.5% | $2,788+72.0% | $4,866-1.5% |
| Participant deferral / active EE | $10,770 | $3,993+169.7% | $3,583+200.6% | $5,351+101.3% |
| Admin fee / account holder | $48,057 | $5,692+744.3% | $4,881+884.7% | $9,541+403.7% |