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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 | $185,265 | $135,645+36.6% | $110,243+68.1% | $135,380+36.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.05% | 513.24%-517.3pp | 314.76%-318.8pp | 519.81%-523.9pp |
| Employer contribution / active EE | $3,272 | $4,907-33.3% | $3,827-14.5% | $4,779-31.5% |
| Participant deferral / active EE | $9,042 | $5,507+64.2% | $4,672+93.5% | $5,609+61.2% |
| Admin fee / account holder | $48,135 | $11,458+320.1% | $8,548+463.1% | $10,828+344.5% |