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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 | $152,491 | $135,645+12.4% | $110,243+38.3% | $135,379+12.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.96% | 513.24%-520.2pp | 314.76%-321.7pp | 519.79%-526.7pp |
| Employer contribution / active EE | $12,738 | $4,907+159.6% | $3,827+232.9% | $4,779+166.5% |
| Participant deferral / active EE | $11,097 | $5,507+101.5% | $4,672+137.5% | $5,609+97.8% |
| Admin fee / account holder | $4,543 | $11,458-60.4% | $8,548-46.9% | $10,828-58.0% |