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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 | $221,670 | $135,645+63.4% | $110,243+101.1% | $135,380+63.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.22% | 513.24%-516.5pp | 314.76%-318.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,690 | $4,907-45.2% | $3,827-29.7% | $4,779-43.7% |
| Participant deferral / active EE | $5,275 | $5,507-4.2% | $4,672+12.9% | $5,609-6.0% |
| Admin fee / account holder | $4,320 | $11,458-62.3% | $8,548-49.5% | $10,828-60.1% |