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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 | $154,311 | $138,076+11.8% | $123,553+24.9% | $135,380+14.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.03% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $4,482 | $5,152-13.0% | $4,628-3.2% | $4,779-6.2% |
| Participant deferral / active EE | $7,505 | $6,800+10.4% | $6,426+16.8% | $5,609+33.8% |
| Admin fee / account holder | $8,863 | $10,917-18.8% | $9,284-4.5% | $10,828-18.1% |