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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 | $194,892 | $135,645+43.7% | $110,243+76.8% | $135,379+44.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.11% | 513.24%-519.3pp | 314.76%-320.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,605 | $4,907-67.3% | $3,827-58.0% | $4,779-66.4% |
| Participant deferral / active EE | $6,930 | $5,507+25.8% | $4,672+48.3% | $5,609+23.6% |
| Admin fee / account holder | $17,255 | $11,458+50.6% | $8,548+101.9% | $10,828+59.4% |