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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 | $159,639 | $138,075+15.6% | $123,552+29.2% | $135,379+17.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.31% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,089 | $5,152-59.4% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $6,234 | $6,800-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $4,826 | $10,917-55.8% | $9,285-48.0% | $10,828-55.4% |