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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 | $194,407 | $138,075+40.8% | $123,552+57.3% | $135,379+43.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.82% | 153.70%-158.5pp | 119.20%-124.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $3,759 | $5,152-27.0% | $4,628-18.8% | $4,779-21.3% |
| Participant deferral / active EE | $14,200 | $6,800+108.8% | $6,426+121.0% | $5,609+153.2% |
| Admin fee / account holder | $659 | $10,917-94.0% | $9,285-92.9% | $10,828-93.9% |