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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 | $135,917 | $135,645+0.2% | $110,243+23.3% | $135,379+0.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.26% | 513.24%-521.5pp | 314.76%-323.0pp | 519.79%-528.0pp |
| Employer contribution / active EE | $5,478 | $4,907+11.6% | $3,827+43.2% | $4,779+14.6% |
| Participant deferral / active EE | $6,444 | $5,507+17.0% | $4,672+37.9% | $5,609+14.9% |
| Admin fee / account holder | $5,628 | $11,458-50.9% | $8,548-34.2% | $10,828-48.0% |