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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 | $169,882 | $135,645+25.2% | $110,243+54.1% | $135,380+25.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.67% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $5,702 | $4,907+16.2% | $3,827+49.0% | $4,779+19.3% |
| Participant deferral / active EE | $8,793 | $5,507+59.7% | $4,672+88.2% | $5,609+56.8% |
| Admin fee / account holder | $466 | $11,458-95.9% | $8,548-94.5% | $10,828-95.7% |