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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 | $177,575 | $135,645+30.9% | $110,243+61.1% | $135,380+31.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.94% | 513.24%-518.2pp | 314.76%-319.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,592 | $4,907+34.3% | $3,827+72.3% | $4,779+37.9% |
| Participant deferral / active EE | $4,838 | $5,507-12.1% | $4,672+3.6% | $5,609-13.7% |
| Admin fee / account holder | $50,271 | $11,458+338.7% | $8,548+488.1% | $10,828+364.3% |