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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 | $246,751 | $190,862+29.3% | $159,991+54.2% | $134,509+83.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.64% | 552.59%-565.2pp | 408.82%-421.5pp | 418.13%-430.8pp |
| Employer contribution / active EE | $2,100 | $4,995-58.0% | $4,225-50.3% | $4,741-55.7% |
| Participant deferral / active EE | $3,980 | $6,924-42.5% | $6,183-35.6% | $6,400-37.8% |
| Admin fee / account holder | $2,014 | $10,495-80.8% | $8,715-76.9% | $11,427-82.4% |