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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 | $218,015 | $135,645+60.7% | $110,243+97.8% | $135,379+61.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.14% | 513.24%-517.4pp | 314.76%-318.9pp | 519.79%-523.9pp |
| Employer contribution / active EE | $5,730 | $4,907+16.8% | $3,827+49.7% | $4,779+19.9% |
| Participant deferral / active EE | $8,515 | $5,507+54.6% | $4,672+82.2% | $5,609+51.8% |
| Admin fee / account holder | $3,433 | $11,458-70.0% | $8,548-59.8% | $10,828-68.3% |