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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 | $165,637 | $138,076+20.0% | $123,553+34.1% | $135,380+22.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.40% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $4,747 | $5,152-7.9% | $4,628+2.6% | $4,779-0.7% |
| Participant deferral / active EE | $14,463 | $6,800+112.7% | $6,426+125.1% | $5,609+157.9% |
| Admin fee / account holder | $2,162 | $10,917-80.2% | $9,284-76.7% | $10,828-80.0% |