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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 | $115,859 | $99,668+16.2% | $86,451+34.0% | $134,545-13.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -15.29% | 6789.61%-6804.9pp | 4398.51%-4413.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,866 | $4,403-34.9% | $3,770-24.0% | $4,742-39.5% |
| Participant deferral / active EE | $8,419 | $7,249+16.1% | $6,953+21.1% | $6,401+31.5% |
| Admin fee / account holder | $4,222 | $8,377-49.6% | $6,734-37.3% | $11,431-63.1% |