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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 | $172,320 | $138,076+24.8% | $123,553+39.5% | $135,380+27.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 153.70%-162.5pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $1,526 | $5,152-70.4% | $4,628-67.0% | $4,779-68.1% |
| Participant deferral / active EE | $7,906 | $6,800+16.3% | $6,426+23.0% | $5,609+41.0% |
| Admin fee / account holder | $2,228 | $10,917-79.6% | $9,284-76.0% | $10,828-79.4% |