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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 | $146,007 | $138,075+5.7% | $123,552+18.2% | $135,379+7.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.65% | 153.70%-157.3pp | 119.20%-122.9pp | 519.79%-523.4pp |
| Employer contribution / active EE | $4,569 | $5,152-11.3% | $4,628-1.3% | $4,779-4.4% |
| Participant deferral / active EE | $9,129 | $6,800+34.3% | $6,426+42.1% | $5,609+62.8% |
| Admin fee / account holder | $6,356 | $10,917-41.8% | $9,285-31.5% | $10,828-41.3% |