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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 | $181,895 | $135,645+34.1% | $110,243+65.0% | $135,380+34.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.51% | 513.24%-518.7pp | 314.76%-320.3pp | 519.81%-525.3pp |
| Employer contribution / active EE | $5,495 | $4,907+12.0% | $3,827+43.6% | $4,779+15.0% |
| Participant deferral / active EE | $3,476 | $5,507-36.9% | $4,672-25.6% | $5,609-38.0% |
| Admin fee / account holder | $8,928 | $11,458-22.1% | $8,548+4.4% | $10,828-17.5% |