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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 | $162,498 | $92,766+75.2% | $82,763+96.3% | $134,545+20.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -11.21% | 946.97%-958.2pp | 702.45%-713.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $6,070 | $3,273+85.4% | $3,008+101.8% | $4,742+28.0% |
| Participant deferral / active EE | $12,335 | $4,802+156.9% | $4,395+180.7% | $6,401+92.7% |
| Admin fee / account holder | $45,967 | $5,978+669.0% | $5,325+763.2% | $11,431+302.1% |