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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 | $134,530 | $92,684+45.1% | $82,706+62.7% | $134,5090% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.27% | 945.84%-963.1pp | 701.76%-719.0pp | 418.13%-435.4pp |
| Employer contribution / active EE | $5,447 | $3,272+66.5% | $3,007+81.1% | $4,741+14.9% |
| Participant deferral / active EE | $5,245 | $4,800+9.3% | $4,394+19.4% | $6,400-18.0% |
| Admin fee / account holder | $3,022 | $5,982-49.5% | $5,329-43.3% | $11,427-73.6% |