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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 | $144,592 | $138,075+4.7% | $123,552+17.0% | $135,379+6.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.46% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,833 | $5,152-45.0% | $4,628-38.8% | $4,779-40.7% |
| Participant deferral / active EE | $14,815 | $6,800+117.9% | $6,426+130.5% | $5,609+164.1% |
| Admin fee / account holder | $7,221 | $10,917-33.9% | $9,285-22.2% | $10,828-33.3% |