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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 | $160,097 | $138,075+15.9% | $123,552+29.6% | $135,379+18.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.63% | 153.70%-160.3pp | 119.20%-125.8pp | 519.79%-526.4pp |
| Employer contribution / active EE | $3,273 | $5,152-36.5% | $4,628-29.3% | $4,779-31.5% |
| Participant deferral / active EE | $7,372 | $6,800+8.4% | $6,426+14.7% | $5,609+31.4% |
| Admin fee / account holder | $1,033 | $10,917-90.5% | $9,285-88.9% | $10,828-90.5% |