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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 | $208,450 | $138,075+51.0% | $123,552+68.7% | $135,379+54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $5,000 | $5,152-2.9% | $4,628+8.0% | $4,779+4.6% |
| Participant deferral / active EE | $5,606 | $6,800-17.5% | $6,426-12.8% | $5,6090% |
| Admin fee / account holder | $3,562 | $10,917-67.4% | $9,285-61.6% | $10,828-67.1% |