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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 | $167,298 | $88,603+88.8% | $69,890+139.4% | $134,545+24.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.31% | 442.93%-459.2pp | 190.84%-207.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $6,335 | $3,236+95.8% | $2,560+147.5% | $4,742+33.6% |
| Participant deferral / active EE | $5,316 | $4,771+11.4% | $3,848+38.1% | $6,401-17.0% |
| Admin fee / account holder | $30,624 | $10,443+193.2% | $6,267+388.6% | $11,431+167.9% |