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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 | $169,037 | $138,075+22.4% | $123,552+36.8% | $135,379+24.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.17% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $6,006 | $5,152+16.6% | $4,628+29.8% | $4,779+25.7% |
| Participant deferral / active EE | $13,963 | $6,800+105.3% | $6,426+117.3% | $5,609+148.9% |
| Admin fee / account holder | $1,649 | $10,917-84.9% | $9,285-82.2% | $10,828-84.8% |