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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 | $167,461 | $135,645+23.5% | $110,243+51.9% | $135,380+23.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.07% | 513.24%-516.3pp | 314.76%-317.8pp | 519.81%-522.9pp |
| Employer contribution / active EE | $9,587 | $4,907+95.4% | $3,827+150.5% | $4,779+100.6% |
| Participant deferral / active EE | $7,911 | $5,507+43.6% | $4,672+69.3% | $5,609+41.0% |
| Admin fee / account holder | $858 | $11,458-92.5% | $8,548-90.0% | $10,828-92.1% |