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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 | $120,164 | $82,630+45.4% | $64,105+87.5% | $125,389-4.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -1.43% | 1489.72%-1491.2pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,275 | $2,671+22.6% | $1,820+80.0% | $4,866-32.7% |
| Participant deferral / active EE | $8,654 | $3,608+139.8% | $2,822+206.7% | $5,352+61.7% |
| Admin fee / account holder | $804 | $6,382-87.4% | $4,499-82.1% | $9,541-91.6% |