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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 | $164,759 | $138,076+19.3% | $123,553+33.4% | $135,380+21.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.17% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $3,578 | $5,152-30.6% | $4,628-22.7% | $4,779-25.1% |
| Participant deferral / active EE | $10,055 | $6,800+47.9% | $6,426+56.5% | $5,609+79.3% |
| Admin fee / account holder | $406 | $10,917-96.3% | $9,284-95.6% | $10,828-96.2% |