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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 | $202,304 | $180,459+12.1% | $154,108+31.3% | $135,380+49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,239 | $6,035-62.9% | $5,298-57.7% | $4,779-53.2% |
| Participant deferral / active EE | $8,711 | $5,806+50.0% | $5,081+71.5% | $5,609+55.3% |
| Admin fee / account holder | $2,006 | $16,145-87.6% | $13,411-85.0% | $10,828-81.5% |