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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 | $111,805 | $99,668+12.2% | $86,451+29.3% | $134,545-16.9% |
| Participation rate | 81.8% | 82.1%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -11.99% | 6789.61%-6801.6pp | 4398.51%-4410.5pp | 418.37%-430.4pp |
| Employer contribution / active EE | $1,414 | $4,403-67.9% | $3,770-62.5% | $4,742-70.2% |
| Participant deferral / active EE | $8,982 | $7,249+23.9% | $6,953+29.2% | $6,401+40.3% |
| Admin fee / account holder | $19,957 | $8,377+138.3% | $6,734+196.3% | $11,431+74.6% |