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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 | $181,132 | $197,819-8.4% | $155,789+16.3% | $125,389+44.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.50% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $4,873 | $4,850+0.5% | $3,839+26.9% | $4,866+0.1% |
| Participant deferral / active EE | $8,857 | $5,631+57.3% | $4,798+84.6% | $5,352+65.5% |
| Admin fee / account holder | $610 | $9,544-93.6% | $7,477-91.8% | $9,541-93.6% |