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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 | $151,555 | $138,072+9.8% | $123,549+22.7% | $135,382+11.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.69% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $2,402 | $5,152-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $3,496 | $6,799-48.6% | $6,426-45.6% | $5,609-37.7% |
| Admin fee / account holder | $11,086 | $10,917+1.6% | $9,284+19.4% | $10,829+2.4% |