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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 | $176,065 | $135,645+29.8% | $110,243+59.7% | $135,380+30.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 513.24%-520.7pp | 314.76%-322.2pp | 519.81%-527.3pp |
| Employer contribution / active EE | $5,075 | $4,907+3.4% | $3,827+32.6% | $4,779+6.2% |
| Participant deferral / active EE | $4,411 | $5,507-19.9% | $4,672-5.6% | $5,609-21.4% |
| Admin fee / account holder | $1,695 | $11,458-85.2% | $8,548-80.2% | $10,828-84.3% |