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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 | $207,922 | $135,645+53.3% | $110,243+88.6% | $135,379+53.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.25% | 513.24%-518.5pp | 314.76%-320.0pp | 519.79%-525.0pp |
| Employer contribution / active EE | $9,329 | $4,907+90.1% | $3,827+143.8% | $4,779+95.2% |
| Participant deferral / active EE | $7,509 | $5,507+36.4% | $4,672+60.7% | $5,609+33.9% |
| Admin fee / account holder | $3,467 | $11,458-69.7% | $8,548-59.4% | $10,828-68.0% |