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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 | $139,732 | $138,075+1.2% | $123,552+13.1% | $135,379+3.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $4,537 | $5,152-11.9% | $4,628-2.0% | $4,779-5.1% |
| Participant deferral / active EE | $11,488 | $6,800+69.0% | $6,426+78.8% | $5,609+104.8% |
| Admin fee / account holder | $924 | $10,917-91.5% | $9,285-90.0% | $10,828-91.5% |