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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 | $221,585 | $190,862+16.1% | $159,991+38.5% | $134,509+64.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.44% | 552.59%-570.0pp | 408.82%-426.3pp | 418.13%-435.6pp |
| Employer contribution / active EE | $3,603 | $4,995-27.9% | $4,225-14.7% | $4,741-24.0% |
| Participant deferral / active EE | $10,029 | $6,924+44.9% | $6,183+62.2% | $6,400+56.7% |
| Admin fee / account holder | $18,767 | $10,495+78.8% | $8,715+115.3% | $11,427+64.2% |