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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 | $132,209 | $138,072-4.2% | $123,549+7.0% | $135,382-2.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.39% | 153.69%-161.1pp | 119.20%-126.6pp | 519.77%-527.2pp |
| Employer contribution / active EE | $5,984 | $5,152+16.1% | $4,628+29.3% | $4,779+25.2% |
| Participant deferral / active EE | $6,866 | $6,799+1.0% | $6,426+6.8% | $5,609+22.4% |
| Admin fee / account holder | $1,984 | $10,917-81.8% | $9,284-78.6% | $10,829-81.7% |