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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 | $165,129 | $135,645+21.7% | $110,243+49.8% | $135,380+22.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,557 | $4,907-47.9% | $3,827-33.2% | $4,779-46.5% |
| Participant deferral / active EE | $2,877 | $5,507-47.8% | $4,672-38.4% | $5,609-48.7% |
| Admin fee / account holder | $855 | $11,458-92.5% | $8,548-90.0% | $10,828-92.1% |