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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 | $174,854 | $138,076+26.6% | $123,553+41.5% | $135,380+29.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.40% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,296 | $5,152-36.0% | $4,628-28.8% | $4,779-31.0% |
| Participant deferral / active EE | $8,021 | $6,800+18.0% | $6,426+24.8% | $5,609+43.0% |
| Admin fee / account holder | $11,035 | $10,917+1.1% | $9,284+18.9% | $10,828+1.9% |