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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 | $233,097 | $135,639+71.9% | $110,241+111.4% | $135,382+72.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.29% | 513.21%-518.5pp | 314.75%-320.0pp | 519.77%-525.1pp |
| Employer contribution / active EE | $8,000 | $4,907+63.0% | $3,827+109.1% | $4,779+67.4% |
| Participant deferral / active EE | $8,067 | $5,507+46.5% | $4,672+72.7% | $5,609+43.8% |
| Admin fee / account holder | $7,832 | $11,457-31.6% | $8,548-8.4% | $10,829-27.7% |