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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 | $209,805 | $135,645+54.7% | $110,243+90.3% | $135,380+55.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.38% | 513.24%-514.6pp | 314.76%-316.1pp | 519.81%-521.2pp |
| Employer contribution / active EE | $3,195 | $4,907-34.9% | $3,827-16.5% | $4,779-33.1% |
| Participant deferral / active EE | $6,504 | $5,507+18.1% | $4,672+39.2% | $5,609+16.0% |
| Admin fee / account holder | $4,370 | $11,458-61.9% | $8,548-48.9% | $10,828-59.6% |