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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 | $160,119 | $138,076+16.0% | $123,553+29.6% | $135,380+18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $7,194 | $5,152+39.6% | $4,628+55.4% | $4,779+50.5% |
| Participant deferral / active EE | $5,747 | $6,800-15.5% | $6,426-10.6% | $5,609+2.5% |
| Admin fee / account holder | $1,016 | $10,917-90.7% | $9,284-89.1% | $10,828-90.6% |