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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 | $187,692 | $138,076+35.9% | $123,553+51.9% | $135,380+38.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,882 | $5,152-24.6% | $4,628-16.1% | $4,779-18.8% |
| Participant deferral / active EE | $6,859 | $6,800+0.9% | $6,426+6.7% | $5,609+22.3% |
| Admin fee / account holder | $7,749 | $10,917-29.0% | $9,284-16.5% | $10,828-28.4% |