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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 | $236,297 | $97,761+141.7% | $83,850+181.8% | $135,382+74.5% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -3.44% | 1287.44%-1290.9pp | 850.92%-854.4pp | 519.77%-523.2pp |
| Employer contribution / active EE | $4,037 | $4,222-4.4% | $3,631+11.2% | $4,779-15.5% |
| Participant deferral / active EE | $8,896 | $4,682+90.0% | $4,082+118.0% | $5,609+58.6% |
| Admin fee / account holder | $45,623 | $6,674+583.6% | $5,478+732.8% | $10,829+321.3% |