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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 | $177,112 | $135,645+30.6% | $110,243+60.7% | $135,380+30.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.02% | 513.24%-515.3pp | 314.76%-316.8pp | 519.81%-521.8pp |
| Employer contribution / active EE | $3,327 | $4,907-32.2% | $3,827-13.1% | $4,779-30.4% |
| Participant deferral / active EE | $8,837 | $5,507+60.5% | $4,672+89.1% | $5,609+57.6% |
| Admin fee / account holder | $131,045 | $11,458+1043.7% | $8,548+1433.1% | $10,828+1110.2% |