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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 | $187,746 | $135,645+38.4% | $110,243+70.3% | $135,380+38.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.48% | 513.24%-516.7pp | 314.76%-318.2pp | 519.81%-523.3pp |
| Employer contribution / active EE | $4,037 | $4,907-17.7% | $3,827+5.5% | $4,779-15.5% |
| Participant deferral / active EE | $12,156 | $5,507+120.7% | $4,672+160.2% | $5,609+116.7% |
| Admin fee / account holder | $19,908 | $11,458+73.7% | $8,548+132.9% | $10,828+83.9% |