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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 | $179,548 | $138,076+30.0% | $123,553+45.3% | $135,380+32.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.57% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,925 | $5,152-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $5,851 | $6,800-13.9% | $6,426-8.9% | $5,609+4.3% |
| Admin fee / account holder | $3,116 | $10,917-71.5% | $9,284-66.4% | $10,828-71.2% |