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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 | $180,423 | $135,645+33.0% | $110,243+63.7% | $135,380+33.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.65% | 513.24%-518.9pp | 314.76%-320.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $8,251 | $4,907+68.1% | $3,827+115.6% | $4,779+72.7% |
| Participant deferral / active EE | $6,667 | $5,507+21.1% | $4,672+42.7% | $5,609+18.9% |
| Admin fee / account holder | $667 | $11,458-94.2% | $8,548-92.2% | $10,828-93.8% |