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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 | $202,890 | $99,668+103.6% | $86,451+134.7% | $134,545+50.8% |
| Participation rate | 93.8% | 82.1%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -17.70% | 6789.61%-6807.3pp | 4398.51%-4416.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $13,044 | $4,403+196.3% | $3,770+246.0% | $4,742+175.1% |
| Participant deferral / active EE | $5,918 | $7,249-18.4% | $6,953-14.9% | $6,401-7.6% |
| Admin fee / account holder | $4,259 | $8,377-49.2% | $6,734-36.8% | $11,431-62.7% |