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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 | $212,140 | $138,076+53.6% | $123,553+71.7% | $135,380+56.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $936 | $5,152-81.8% | $4,628-79.8% | $4,779-80.4% |
| Participant deferral / active EE | $5,363 | $6,800-21.1% | $6,426-16.5% | $5,609-4.4% |
| Admin fee / account holder | $4,841 | $10,917-55.7% | $9,284-47.9% | $10,828-55.3% |