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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 | $197,292 | $82,630+138.8% | $64,105+207.8% | $125,389+57.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.95% | 1489.72%-1490.7pp | 791.24%-792.2pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,261 | $2,671-15.4% | $1,820+24.2% | $4,866-53.5% |
| Participant deferral / active EE | $3,779 | $3,608+4.7% | $2,822+33.9% | $5,352-29.4% |
| Admin fee / account holder | $6,655 | $6,382+4.3% | $4,499+47.9% | $9,541-30.3% |