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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 | $231,349 | $135,645+70.6% | $110,243+109.9% | $135,380+70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.97% | 513.24%-516.2pp | 314.76%-317.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $7,742 | $4,907+57.8% | $3,827+102.3% | $4,779+62.0% |
| Participant deferral / active EE | $4,296 | $5,507-22.0% | $4,672-8.0% | $5,609-23.4% |
| Admin fee / account holder | $14,010 | $11,458+22.3% | $8,548+63.9% | $10,828+29.4% |