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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 | $206,719 | $180,459+14.6% | $154,108+34.1% | $135,380+52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.79% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,235 | $6,035-46.4% | $5,298-38.9% | $4,779-32.3% |
| Participant deferral / active EE | $17,258 | $5,806+197.2% | $5,081+239.7% | $5,609+207.7% |
| Admin fee / account holder | $3,885 | $16,145-75.9% | $13,411-71.0% | $10,828-64.1% |