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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 | $223,564 | $138,076+61.9% | $123,553+80.9% | $135,380+65.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.29% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $2,982 | $5,152-42.1% | $4,628-35.6% | $4,779-37.6% |
| Participant deferral / active EE | $8,015 | $6,800+17.9% | $6,426+24.7% | $5,609+42.9% |
| Admin fee / account holder | $7,138 | $10,917-34.6% | $9,284-23.1% | $10,828-34.1% |