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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 | $175,879 | $138,076+27.4% | $123,553+42.4% | $135,380+29.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.70% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $2,413 | $5,152-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $10,767 | $6,800+58.3% | $6,426+67.6% | $5,609+92.0% |
| Admin fee / account holder | $976 | $10,917-91.1% | $9,284-89.5% | $10,828-91.0% |