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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 | $194,504 | $135,645+43.4% | $110,243+76.4% | $135,379+43.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.18% | 513.24%-518.4pp | 314.76%-319.9pp | 519.79%-525.0pp |
| Employer contribution / active EE | $9,743 | $4,907+98.6% | $3,827+154.6% | $4,779+103.9% |
| Participant deferral / active EE | $7,743 | $5,507+40.6% | $4,672+65.7% | $5,609+38.0% |
| Admin fee / account holder | $2,020 | $11,458-82.4% | $8,548-76.4% | $10,828-81.3% |