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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 | $219,109 | $190,879+14.8% | $160,009+36.9% | $134,532+62.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.11% | 552.63%-569.7pp | 408.85%-426.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $3,187 | $4,995-36.2% | $4,225-24.6% | $4,741-32.8% |
| Participant deferral / active EE | $21,500 | $6,924+210.5% | $6,183+247.7% | $6,401+235.9% |
| Admin fee / account holder | $2,039 | $10,495-80.6% | $8,715-76.6% | $11,429-82.2% |