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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 | $247,836 | $138,076+79.5% | $123,553+100.6% | $135,380+83.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $8,655 | $5,152+68.0% | $4,628+87.0% | $4,779+81.1% |
| Participant deferral / active EE | $7,886 | $6,800+16.0% | $6,426+22.7% | $5,609+40.6% |
| Admin fee / account holder | $6,933 | $10,917-36.5% | $9,284-25.3% | $10,828-36.0% |