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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 | $159,941 | $138,076+15.8% | $123,553+29.5% | $135,380+18.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.65% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,753 | $5,152-46.6% | $4,628-40.5% | $4,779-42.4% |
| Participant deferral / active EE | $8,523 | $6,800+25.3% | $6,426+32.6% | $5,609+52.0% |
| Admin fee / account holder | $12,222 | $10,917+12.0% | $9,284+31.6% | $10,828+12.9% |