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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 | $201,513 | $135,645+48.6% | $110,243+82.8% | $135,380+48.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.39% | 513.24%-519.6pp | 314.76%-321.1pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,736 | $4,907-23.9% | $3,827-2.4% | $4,779-21.8% |
| Participant deferral / active EE | $9,563 | $5,507+73.7% | $4,672+104.7% | $5,609+70.5% |
| Admin fee / account holder | $16,454 | $11,458+43.6% | $8,548+92.5% | $10,828+52.0% |