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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 | $247,792 | $138,075+79.5% | $123,552+100.6% | $135,379+83.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $3,989 | $5,152-22.6% | $4,628-13.8% | $4,779-16.5% |
| Participant deferral / active EE | $9,126 | $6,800+34.2% | $6,426+42.0% | $5,609+62.7% |
| Admin fee / account holder | $1,311 | $10,917-88.0% | $9,285-85.9% | $10,828-87.9% |