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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 | $241,467 | $138,072+74.9% | $123,549+95.4% | $135,382+78.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.44% | 153.69%-162.1pp | 119.20%-127.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $4,783 | $5,152-7.2% | $4,628+3.3% | $4,779+0.1% |
| Participant deferral / active EE | $13,321 | $6,799+95.9% | $6,426+107.3% | $5,609+137.5% |
| Admin fee / account holder | $3,063 | $10,917-71.9% | $9,284-67.0% | $10,829-71.7% |