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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 | $140,887 | $138,076+2.0% | $123,553+14.0% | $135,380+4.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.73% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $3,675 | $5,152-28.7% | $4,628-20.6% | $4,779-23.1% |
| Participant deferral / active EE | $6,284 | $6,800-7.6% | $6,426-2.2% | $5,609+12.0% |
| Admin fee / account holder | $8,144 | $10,917-25.4% | $9,284-12.3% | $10,828-24.8% |