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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 | $217,272 | $138,076+57.4% | $123,553+75.9% | $135,380+60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.57% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,290 | $5,152-55.5% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $8,476 | $6,800+24.7% | $6,426+31.9% | $5,609+51.1% |
| Admin fee / account holder | $12,152 | $10,917+11.3% | $9,284+30.9% | $10,828+12.2% |