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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 | $98,704 | $99,668-1.0% | $86,451+14.2% | $134,545-26.6% |
| Participation rate | 71.4% | 82.1%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.54% | 6789.61%-6806.1pp | 4398.51%-4415.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $1,625 | $4,403-63.1% | $3,770-56.9% | $4,742-65.7% |
| Participant deferral / active EE | $8,886 | $7,249+22.6% | $6,953+27.8% | $6,401+38.8% |
| Admin fee / account holder | $3,202 | $8,377-61.8% | $6,734-52.5% | $11,431-72.0% |