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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 | $186,643 | $135,645+37.6% | $110,243+69.3% | $135,380+37.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.17% | 513.24%-520.4pp | 314.76%-321.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $6,344 | $4,907+29.3% | $3,827+65.8% | $4,779+32.8% |
| Participant deferral / active EE | $8,519 | $5,507+54.7% | $4,672+82.3% | $5,609+51.9% |
| Admin fee / account holder | $1,839 | $11,458-83.9% | $8,548-78.5% | $10,828-83.0% |