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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 | $196,591 | $138,076+42.4% | $123,553+59.1% | $135,380+45.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.54% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,075 | $5,152-40.3% | $4,628-33.6% | $4,779-35.7% |
| Participant deferral / active EE | $6,685 | $6,800-1.7% | $6,426+4.0% | $5,609+19.2% |
| Admin fee / account holder | $1,350 | $10,917-87.6% | $9,284-85.5% | $10,828-87.5% |