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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 | $215,070 | $190,916+12.7% | $160,037+34.4% | $134,545+59.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.40% | 552.79%-565.2pp | 408.95%-421.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $4,650 | $4,996-6.9% | $4,226+10.0% | $4,742-1.9% |
| Participant deferral / active EE | $5,379 | $6,925-22.3% | $6,184-13.0% | $6,401-16.0% |
| Admin fee / account holder | $1,325 | $10,497-87.4% | $8,716-84.8% | $11,431-88.4% |