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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 | $176,122 | $99,668+76.7% | $86,451+103.7% | $134,545+30.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.39% | 6789.61%-6806.0pp | 4398.51%-4414.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,630 | $4,403-63.0% | $3,770-56.8% | $4,742-65.6% |
| Participant deferral / active EE | $6,941 | $7,249-4.3% | $6,953-0.2% | $6,401+8.4% |
| Admin fee / account holder | $1,227 | $8,377-85.4% | $6,734-81.8% | $11,431-89.3% |