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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 | $194,916 | $138,076+41.2% | $123,553+57.8% | $135,380+44.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.64% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,740 | $5,152+30.8% | $4,628+45.6% | $4,779+41.0% |
| Participant deferral / active EE | $5,057 | $6,800-25.6% | $6,426-21.3% | $5,609-9.8% |
| Admin fee / account holder | $6,280 | $10,917-42.5% | $9,284-32.4% | $10,828-42.0% |