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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 | $197,336 | $135,645+45.5% | $110,243+79.0% | $135,380+45.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.92% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,393 | $4,907-10.5% | $3,827+14.8% | $4,779-8.1% |
| Participant deferral / active EE | $9,365 | $5,507+70.0% | $4,672+100.4% | $5,609+67.0% |
| Admin fee / account holder | $5,235 | $11,458-54.3% | $8,548-38.8% | $10,828-51.7% |