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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 | $195,697 | $135,645+44.3% | $110,243+77.5% | $135,379+44.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.92% | 513.24%-516.2pp | 314.76%-317.7pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,562 | $4,907-47.8% | $3,827-33.1% | $4,779-46.4% |
| Participant deferral / active EE | $7,342 | $5,507+33.3% | $4,672+57.1% | $5,609+30.9% |
| Admin fee / account holder | $1,901 | $11,458-83.4% | $8,548-77.8% | $10,828-82.4% |